Physician Wealth Advisors’s MDU Resources MDU Stock Holding History

Physician 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	$102K	Sell	4,816 -47	-1%	-$1.02K	0.01%	310
2026 Q1	$101K	Buy	4,863 +137	+3%	+$2.81K	0.01%	283
2025 Q4	$92.3K	Buy	4,726 +112	+2%	+$2.2K	0.01%	288
2025 Q3	$82.2K	Buy	4,614 +56	+1%	+$935	0.01%	299
2025 Q2	$76K	Buy	4,558 +58	+1%	+$976	0.01%	292
2025 Q1	$76.1K	Hold	4,500	–	–	0.01%	282
2024 Q4	$81.1K	Buy	+4,500	New	+$78.9K	0.01%	282

Other funds holding MDU

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

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

Physician Wealth Advisors reduced its MDU Resources (MDU) stake by 0.97% in Q2 2026, selling an estimated $1.02K and leaving 4,816 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #310.

Physician Wealth Advisors first reported a position in MDU in Q4 2024 and has held it in 7 quarters since. 148 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Physician Wealth Advisors held 4,816 shares of MDU Resources worth $102K as of Q2 2026.
Physician Wealth Advisors sold 47 MDU Resources shares in Q2 2026, an estimated $1.02K.
MDU Resources made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #310 holding.
Physician Wealth Advisors first reported a position in MDU Resources in Q4 2024 and has held it in 7 quarters since.
148 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.