GoalVest Advisory’s MDU Resources MDU Stock Holding History

GoalVest Advisory’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	$28.1K	Hold	1,324	–	–	0.01%	274
2026 Q1	$27.4K	Hold	1,324	–	–	0.01%	290
2025 Q4	$25.8K	Buy	+1,324	New	+$26.1K	0.01%	311

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

GoalVest Advisory's MDU Position: Q2 2026 in Review

GoalVest Advisory held its MDU Resources (MDU) position steady in Q2 2026 at 1,324 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #274.

GoalVest Advisory 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.

GoalVest Advisory held 1,324 shares of MDU Resources worth $28.1K as of Q2 2026.
GoalVest Advisory left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #274 holding.
GoalVest Advisory 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 GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.