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Pinnacle Wealth Planning Services’s MDU Resources MDU Stock Holding History

Pinnacle Wealth Planning Services’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 		$46.4K Buy
2,186
+170
+8% +$3.7K ﹤0.01% 1318
2026
Q1 		$41.8K Buy
2,016
+789
+64% +$16.2K ﹤0.01% 1297
2025
Q4 		$24K Buy
+1,227
New +$24.1K ﹤0.01% 1633
2021
Q1 		– Sell
-539
Closed -$5K – 1285
2020
Q4 		$5K Buy
+539
New +$5.04K ﹤0.01% 1666

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

Pinnacle Wealth Planning Services's MDU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its MDU Resources (MDU) stake by 8.4% in Q2 2026, buying an estimated $3.7K and bringing the position to 2,186 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Pinnacle Wealth Planning Services first reported a position in MDU in Q4 2020 and has held it in 4 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,186 shares of MDU Resources worth $46.4K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 170 MDU Resources shares in Q2 2026, an estimated $3.7K.
  • MDU Resources made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1318 holding.
  • Pinnacle Wealth Planning Services first reported a position in MDU Resources in Q4 2020 and has held it in 4 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.