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Parkworth Wealth Management’s MDU Resources MDU Stock Holding History

Parkworth 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
2025
Q2 		$117 Hold
7
– – ﹤0.01% 1096
2025
Q1 		$118 Hold
7
– – ﹤0.01% 890
2024
Q4 		$126 Buy
+7
New +$123 ﹤0.01% 916

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Parkworth Wealth Management's MDU Position: Q2 2025 in Review

Parkworth Wealth Management held its MDU Resources (MDU) position steady in Q2 2025 at 7 shares worth $117. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Parkworth Wealth Management first reported a position in MDU in Q4 2024 and has held it in 3 quarters since. The position peaked at $126 in Q4 2024. 405 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

  • Parkworth Wealth Management held 7 shares of MDU Resources worth $117 as of Q2 2025.
  • Parkworth Wealth Management left its MDU Resources share count unchanged in Q2 2025.
  • MDU Resources made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1096 holding.
  • Parkworth Wealth Management first reported a position in MDU Resources in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's MDU Resources position peaked at $126 in Q4 2024.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.