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Legacy Wealth Asset Management’s MDU Resources MDU Stock Holding History

Legacy Wealth Asset 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
2025
Q4 		– Sell
-11,371
Closed -$203K – 375
2025
Q3 		$203K Hold
11,371
– – 0.05% 353
2025
Q2 		$190K Hold
11,371
– – 0.05% 344
2025
Q1 		$192K Hold
11,371
– – 0.05% 334
2024
Q4 		$205K Sell
11,371
-9,154
-45% -$161K 0.06% 343
2024
Q3 		$312K Hold
20,525
– – 0.08% 302
2024
Q2 		$285K Hold
20,525
– – 0.08% 302
2024
Q1 		$287K Hold
20,525
– – 0.08% 303
2023
Q4 		$225K Hold
20,525
– – 0.07% 325
2023
Q3 		$223K Hold
20,525
– – 0.08% 308
2023
Q2 		$238K Sell
20,525
-9,379
-31% -$105K 0.08% 317
2023
Q1 		$347K Hold
29,904
– – 0.13% 275
2022
Q4 		$345K Hold
29,904
– – 0.13% 276
2022
Q3 		$311K Hold
29,904
– – 0.14% 259
2022
Q2 		$307K Hold
29,904
– – 0.12% 231
2022
Q1 		$303K Buy
+29,904
New +$317K 0.11% 252

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
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
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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Legacy Wealth Asset Management's MDU Position: Q4 2025 in Review

Legacy Wealth Asset Management sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 11,371 shares — an estimated $203K sold.

Legacy Wealth Asset Management first reported a position in MDU in Q1 2022 and held it in 15 quarters. The position peaked at $347K in Q1 2023. 416 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

  • Legacy Wealth Asset Management reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 11,371 MDU Resources shares in Q4 2025, an estimated $203K.
  • Legacy Wealth Asset Management first reported a position in MDU Resources in Q1 2022 and held it in 15 quarters.
  • Legacy Wealth Asset Management's MDU Resources position peaked at $347K in Q1 2023.
  • 416 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.