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Gilpin Wealth Management’s MDU Resources MDU Stock Holding History

Gilpin 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 		$637 Buy
30
+7
+30% +$152 ﹤0.01% 599
2026
Q1 		$477 Buy
23
+8
+53% +$164 ﹤0.01% 630
2025
Q4 		$293 Buy
+15
New +$295 ﹤0.01% 554

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gilpin Wealth Management increased its MDU Resources (MDU) stake by 30% in Q2 2026, buying an estimated $152 and bringing the position to 30 shares worth $637. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Gilpin Wealth Management first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Gilpin Wealth Management held 30 shares of MDU Resources worth $637 as of Q2 2026.
  • Gilpin Wealth Management bought 7 MDU Resources shares in Q2 2026, an estimated $152.
  • MDU Resources made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #599 holding.
  • Gilpin Wealth Management first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.