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Golden State Wealth Management’s MDU Resources MDU Stock Holding History

Golden State 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
2025
Q1 		– Sell
-313
Closed -$5.66K – 1622
2024
Q4 		$5.66K Buy
+313
New +$5.49K ﹤0.01% 1096
2020
Q2 		– Sell
-145
Closed -$1K – 616
2020
Q1 		$1K Buy
+145
New +$1.53K ﹤0.01% 922
2019
Q4 		– Sell
-605
Closed -$6K – 582
2019
Q3 		$6K Buy
605
+460
+317% +$4.7K ﹤0.01% 831
2019
Q2 		$1K Hold
145
– – ﹤0.01% 1028
2019
Q1 		$1K Buy
+145
New +$1.41K ﹤0.01% 1073

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Golden State Wealth Management's MDU Position: Q1 2025 in Review

Golden State Wealth Management sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 313 shares — an estimated $5.66K sold.

Golden State Wealth Management first reported a position in MDU in Q1 2019 and held it in 5 quarters. The position peaked at $6K in Q3 2019. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • Golden State Wealth Management reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 313 MDU Resources shares in Q1 2025, an estimated $5.66K.
  • Golden State Wealth Management first reported a position in MDU Resources in Q1 2019 and held it in 5 quarters.
  • Golden State Wealth Management's MDU Resources position peaked at $6K in Q3 2019.
  • 401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.