IAA
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Independent Advisor Alliance’s MDU Resources MDU Stock Holding History

Independent Advisor Alliance’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 		$220K Buy
10,375
+13
+0.1% +$283 0.01% 942
2026
Q1 		$215K Buy
10,362
+93
+0.9% +$1.91K ﹤0.01% 1469
2025
Q4 		$200K Buy
10,269
+14
+0.1% +$276 ﹤0.01% 941
2025
Q3 		$183K Buy
+10,255
New +$171K ﹤0.01% 899
2025
Q2 		– Sell
-11,329
Closed -$192K – 914
2025
Q1 		$192K Buy
11,329
+753
+7% +$13K 0.01% 769
2024
Q4 		$191K Sell
10,576
-8,328
-44% -$146K ﹤0.01% 1294
2024
Q3 		$287K Buy
18,904
+16
+0.1% +$228 0.01% 577
2024
Q2 		$263K Buy
18,888
+246
+1% +$3.4K 0.01% 607
2024
Q1 		$260K Buy
18,642
+36
+0.2% +$417 0.01% 606
2023
Q4 		$204K Buy
+18,606
New +$196K 0.01% 640
2023
Q2 		– Sell
-20,652
Closed -$239K – 691
2023
Q1 		$239K Buy
+20,652
New +$240K 0.01% 571
2022
Q4 		– Sell
-20,652
Closed -$215K – 540
2022
Q3 		$215K Hold
20,652
– – 0.01% 563
2022
Q2 		$212K Hold
20,652
– – 0.01% 562
2022
Q1 		$209K Buy
20,652
+2,151
+12% +$22.8K 0.01% 605
2021
Q4 		$217K Buy
+18,501
New +$209K 0.01% 608

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

Independent Advisor Alliance's MDU Position: Q2 2026 in Review

Independent Advisor Alliance increased its MDU Resources (MDU) stake by 0.13% in Q2 2026, buying an estimated $283 and bringing the position to 10,375 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #942.

Independent Advisor Alliance first reported a position in MDU in Q4 2021 and has held it in 15 quarters since. The position peaked at $287K in Q3 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Independent Advisor Alliance held 10,375 shares of MDU Resources worth $220K as of Q2 2026.
  • Independent Advisor Alliance bought 13 MDU Resources shares in Q2 2026, an estimated $283.
  • MDU Resources made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #942 holding.
  • Independent Advisor Alliance first reported a position in MDU Resources in Q4 2021 and has held it in 15 quarters since.
  • Independent Advisor Alliance's MDU Resources position peaked at $287K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.