JWA
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JFS Wealth Advisors’s MDU Resources MDU Stock Holding History

JFS Wealth Advisors’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 		$8.43K Buy
396
+155
+64% +$3.37K ﹤0.01% 1079
2026
Q1 		$5K Buy
241
+15
+7% +$307 ﹤0.01% 1200
2025
Q4 		$4.42K Buy
226
+61
+37% +$1.2K ﹤0.01% 1291
2025
Q3 		$2.94K Hold
165
– – ﹤0.01% 1321
2025
Q2 		$2.75K Buy
165
+23
+16% +$387 ﹤0.01% 1301
2025
Q1 		$2.4K Hold
142
– – ﹤0.01% 1405
2024
Q4 		$2.56K Sell
142
-114
-45% -$2K ﹤0.01% 1380
2024
Q3 		$3.89K Buy
256
+34
+15% +$484 ﹤0.01% 1214
2024
Q2 		$3.09K Hold
222
– – ﹤0.01% 1259
2024
Q1 		$3.1K Hold
222
– – ﹤0.01% 1285
2023
Q4 		$2.44K Sell
222
-33
-13% -$348 ﹤0.01% 1342
2023
Q3 		$2.76K Sell
255
-93
-27% -$1.07K ﹤0.01% 1232
2023
Q2 		$4.04K Sell
348
-204
-37% -$2.29K ﹤0.01% 1094
2023
Q1 		$6.4K Sell
552
-3
-0.5% -$35 ﹤0.01% 896
2022
Q4 		$6.4K Sell
555
-29
-5% -$326 ﹤0.01% 894
2022
Q3 		$6K Buy
584
+268
+85% +$2.96K ﹤0.01% 927
2022
Q2 		$3K Sell
316
-21
-6% -$213 ﹤0.01% 1203
2022
Q1 		$3K Buy
337
+171
+103% +$1.81K ﹤0.01% 1275
2021
Q4 		$2K Buy
+166
New +$1.87K ﹤0.01% 1105
2020
Q4 		– Sell
-302
Closed -$3K – 609
2020
Q3 		$3K Hold
302
– – ﹤0.01% 482
2020
Q2 		$3K Buy
+302
New +$2.51K ﹤0.01% 465

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's MDU Position: Q2 2026 in Review

JFS Wealth Advisors increased its MDU Resources (MDU) stake by 64% in Q2 2026, buying an estimated $3.37K and bringing the position to 396 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

JFS Wealth Advisors first reported a position in MDU in Q2 2020 and has held it in 21 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • JFS Wealth Advisors held 396 shares of MDU Resources worth $8.43K as of Q2 2026.
  • JFS Wealth Advisors bought 155 MDU Resources shares in Q2 2026, an estimated $3.37K.
  • MDU Resources made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1079 holding.
  • JFS Wealth Advisors first reported a position in MDU Resources in Q2 2020 and has held it in 21 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.