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HB Wealth Management’s MDU Resources MDU Stock Holding History

HB 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
2026
Q2 		$254K Buy
11,976
+1,659
+16% +$36.1K ﹤0.01% 1463
2026
Q1 		$214K Buy
+10,317
New +$211K ﹤0.01% 1403

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HB Wealth Management's MDU Position: Q2 2026 in Review

HB Wealth Management increased its MDU Resources (MDU) stake by 16% in Q2 2026, buying an estimated $36.1K and bringing the position to 11,976 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

HB Wealth Management first reported a position in MDU in Q1 2026 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • HB Wealth Management held 11,976 shares of MDU Resources worth $254K as of Q2 2026.
  • HB Wealth Management bought 1,659 MDU Resources shares in Q2 2026, an estimated $36.1K.
  • MDU Resources made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1463 holding.
  • HB Wealth Management first reported a position in MDU Resources in Q1 2026 and has held it in 2 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.