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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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Harbor Asset Planning's MDU Position: Q2 2026 in Review

Harbor Asset Planning held its MDU Resources (MDU) position steady in Q2 2026 at 296 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Harbor Asset Planning first reported a position in MDU in Q2 2025 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Harbor Asset Planning held 296 shares of MDU Resources worth $6.28K as of Q2 2026.
  • Harbor Asset Planning left its MDU Resources share count unchanged in Q2 2026.
  • MDU Resources made up ﹤0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #365 holding.
  • Harbor Asset Planning first reported a position in MDU Resources in Q2 2025 and has held it in 5 quarters since.
  • 98 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.