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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Wealth Planning Services's MDU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its MDU Resources (MDU) stake by 64% in Q1 2026, buying an estimated $16.2K and bringing the position to 2,016 shares worth $41.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Pinnacle Wealth Planning Services first reported a position in MDU in Q4 2020 and has held it in 3 quarters since. 418 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,016 shares of MDU Resources worth $41.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 789 MDU Resources shares in Q1 2026, an estimated $16.2K.
  • MDU Resources made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1297 holding.
  • Pinnacle Wealth Planning Services first reported a position in MDU Resources in Q4 2020 and has held it in 3 quarters since.
  • 418 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.