Global Wealth Strategies & Associates’s MDU Resources MDU Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-690	Closed	-$14.3K	–	301
2026 Q1	$14.3K	Hold	690	–	–	﹤0.01%	278
2025 Q4	$13.5K	Sell	690 -690	-50%	-$13.6K	﹤0.01%	282
2025 Q3	$24.6K	Hold	1,380	–	–	0.01%	207
2025 Q2	$23K	Hold	1,380	–	–	0.01%	158
2025 Q1	$23.3K	Hold	1,380	–	–	0.01%	168
2024 Q4	$24.9K	Sell	1,380 -1,111	-45%	-$19.5K	0.01%	153
2024 Q3	$37.8K	Hold	2,491	–	–	0.01%	111
2024 Q2	$34.6K	Sell	2,491 -23	-0.9%	-$318	0.01%	105
2024 Q1	$35.1K	Sell	2,514 -2	-0.1%	-$23	0.01%	107
2023 Q4	$27.6K	Sell	2,516 -269	-10%	-$2.84K	0.01%	105
2023 Q3	$30.2K	Buy	2,785 +271	+11%	+$3.12K	0.01%	96
2023 Q2	$29.2K	Sell	2,514 -1,149	-31%	-$12.9K	0.01%	97
2023 Q1	$42.5K	Hold	3,663	–	–	0.02%	82
2022 Q4	$42.3K	Buy	+3,663	New	+$41.2K	0.02%	79

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 $3.38T AUM 44.17% 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

Global Wealth Strategies & Associates's MDU Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 690 shares — an estimated $14.3K sold.

Global Wealth Strategies & Associates first reported a position in MDU in Q4 2022 and held it in 14 quarters. The position peaked at $42.5K in Q1 2023. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 690 MDU Resources shares in Q2 2026, an estimated $14.3K.
Global Wealth Strategies & Associates first reported a position in MDU Resources in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's MDU Resources position peaked at $42.5K in Q1 2023.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.