NWM
MDU icon

Navigoe Wealth Management’s MDU Resources MDU Stock Holding History

Navigoe 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 		$0 Buy
+16
New +$348 ﹤0.01% 863

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

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

Navigoe Wealth Management opened a new position in MDU Resources (MDU) in Q2 2026: 16 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings.

437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Navigoe Wealth Management held 16 shares of MDU Resources worth $0 as of Q2 2026.
  • MDU Resources was a new Navigoe Wealth Management position in Q2 2026.
  • MDU Resources made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #863 holding.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.