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 Q3	$380K	Hold	20,485	–	–	0.11%	151
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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Forza Wealth Management's MDU Position: Q3 2026 in Review

Forza Wealth Management held its MDU Resources (MDU) position steady in Q3 2026 at 20,485 shares worth $380K. The position accounts for 0.11% of the portfolio, ranked #151.

Forza Wealth Management first reported a position in MDU in Q4 2022 and has held it in 16 quarters since. The position peaked at $624K in Q1 2023. 81 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

Forza Wealth Management held 20,485 shares of MDU Resources worth $380K as of Q3 2026.
Forza Wealth Management left its MDU Resources share count unchanged in Q3 2026.
MDU Resources made up 0.11% of Forza Wealth Management's portfolio in Q3 2026, its #151 holding.
Forza Wealth Management first reported a position in MDU Resources in Q4 2022 and has held it in 16 quarters since.
Forza Wealth Management's MDU Resources position peaked at $624K in Q1 2023.
81 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.