Forza Wealth Management’s MDU Resources MDU Stock Holding History

Forza Wealth Management’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$434K	Hold	20,485	–	–	0.13%	142
2026 Q1	$424K	Hold	20,485	–	–	0.15%	141
2025 Q4	$400K	Hold	20,485	–	–	0.14%	141
2025 Q3	$365K	Hold	20,485	–	–	0.14%	142
2025 Q2	$341K	Hold	20,485	–	–	0.14%	146
2025 Q1	$346K	Hold	20,485	–	–	0.16%	139
2024 Q4	$369K	Sell	20,485 -16,490	-45%	-$289K	0.17%	135
2024 Q3	$561K	Sell	36,975 -2	-0%	-$28	0.26%	106
2024 Q2	$514K	Hold	36,977	–	–	0.27%	106
2024 Q1	$516K	Hold	36,977	–	–	0.27%	105
2023 Q4	$406K	Hold	36,977	–	–	0.22%	122
2023 Q3	$401K	Hold	36,977	–	–	0.21%	130
2023 Q2	$429K	Sell	36,977 -16,899	-31%	-$190K	0.22%	128
2023 Q1	$624K	Buy	53,876 +5,812	+12%	+$67.5K	0.32%	94
2022 Q4	$554K	Buy	+48,064	New	+$540K	0.37%	73

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Forza Wealth Management's MDU Position: Q2 2026 in Review

Forza Wealth Management held its MDU Resources (MDU) position steady in Q2 2026 at 20,485 shares worth $434K. The position accounts for 0.13% of the portfolio, ranked #142.

Forza Wealth Management first reported a position in MDU in Q4 2022 and has held it in 15 quarters since. The position peaked at $624K in Q1 2023. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Forza Wealth Management held 20,485 shares of MDU Resources worth $434K as of Q2 2026.
Forza Wealth Management left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up 0.13% of Forza Wealth Management's portfolio in Q2 2026, its #142 holding.
Forza Wealth Management first reported a position in MDU Resources in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's MDU Resources position peaked at $624K in Q1 2023.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.