Precedent Wealth Partners’s MDU Resources MDU Stock Holding History

Precedent Wealth Partners’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	–	Sell	-14,175	Closed	-$294K	–	212
2026 Q1	$294K	Hold	14,175	–	–	0.06%	149
2025 Q4	$277K	Hold	14,175	–	–	0.06%	157
2025 Q3	$252K	Hold	14,175	–	–	0.06%	156
2025 Q2	$236K	Hold	14,175	–	–	0.06%	160
2025 Q1	$240K	Hold	14,175	–	–	0.07%	146
2024 Q4	$255K	Sell	14,175 -11,411	-45%	-$200K	0.08%	138
2024 Q3	$389K	Buy	+25,586	New	+$364K	0.13%	118

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Precedent Wealth Partners's MDU Position: Q2 2026 in Review

Precedent Wealth Partners sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 14,175 shares — an estimated $294K sold.

Precedent Wealth Partners first reported a position in MDU in Q3 2024 and held it in 7 quarters. The position peaked at $389K in Q3 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Precedent Wealth Partners reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
Precedent Wealth Partners sold 14,175 MDU Resources shares in Q2 2026, an estimated $294K.
Precedent Wealth Partners first reported a position in MDU Resources in Q3 2024 and held it in 7 quarters.
Precedent Wealth Partners's MDU Resources position peaked at $389K in Q3 2024.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.