Harbor Asset Planning
MDU icon

Harbor Asset Planning’s MDU Resources MDU Stock Holding History

Harbor Asset Planning’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 		$5.49K Hold
296
– – ﹤0.01% 374
2026
Q2 		$6.28K Hold
296
– – ﹤0.01% 365
2026
Q1 		$6.13K Hold
296
– – 0.01% 370
2025
Q4 		$5.78K Hold
296
– – ﹤0.01% 373
2025
Q3 		$5.27K Hold
296
– – ﹤0.01% 363
2025
Q2 		$4.93K Buy
+296
New +$4.98K ﹤0.01% 361

Other funds holding MDU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Harbor Asset Planning's MDU Position: Q3 2026 in Review

Harbor Asset Planning held its MDU Resources (MDU) position steady in Q3 2026 at 296 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Harbor Asset Planning first reported a position in MDU in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.28K in Q2 2026. 195 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Harbor Asset Planning held 296 shares of MDU Resources worth $5.49K as of Q3 2026.
  • Harbor Asset Planning left its MDU Resources share count unchanged in Q3 2026.
  • MDU Resources made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #374 holding.
  • Harbor Asset Planning first reported a position in MDU Resources in Q2 2025 and has held it in 6 quarters since.
  • Harbor Asset Planning's MDU Resources position peaked at $6.28K in Q2 2026.
  • 195 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.