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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's MDU Position: Q1 2026 in Review

Independent Advisor Alliance increased its MDU Resources (MDU) stake by 0.91% in Q1 2026, buying an estimated $1.91K and bringing the position to 10,362 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Independent Advisor Alliance first reported a position in MDU in Q4 2021 and has held it in 14 quarters since. The position peaked at $287K in Q3 2024. 418 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

Independent Advisor Alliance held 10,362 shares of MDU Resources worth $215K as of Q1 2026.
Independent Advisor Alliance bought 93 MDU Resources shares in Q1 2026, an estimated $1.91K.
MDU Resources made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1469 holding.
Independent Advisor Alliance first reported a position in MDU Resources in Q4 2021 and has held it in 14 quarters since.
Independent Advisor Alliance's MDU Resources position peaked at $287K in Q3 2024.
418 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.