Prestige Wealth Management Group’s MDU Resources MDU Stock Holding History

Prestige Wealth Management Group’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	$2.2K	Buy	103 +36	+54%	+$783	﹤0.01%	750
2026 Q1	$1.4K	Buy	67 +25	+60%	+$512	﹤0.01%	808
2025 Q4	$826	Hold	42	–	–	﹤0.01%	899
2025 Q3	$754	Hold	42	–	–	﹤0.01%	893
2025 Q2	$706	Hold	42	–	–	﹤0.01%	895
2025 Q1	$716	Hold	42	–	–	﹤0.01%	901
2024 Q4	$763	Sell	42 -34	-45%	-$596	﹤0.01%	921
2024 Q3	$1.16K	Hold	76	–	–	﹤0.01%	864
2024 Q2	$1.06K	Hold	76	–	–	﹤0.01%	826
2024 Q1	$1.06K	Hold	76	–	–	﹤0.01%	858
2023 Q4	$837	Hold	76	–	–	﹤0.01%	875
2023 Q3	$828	Hold	76	–	–	﹤0.01%	902
2023 Q2	$889	Sell	76 -34	-31%	-$382	﹤0.01%	922
2023 Q1	$1.29K	Hold	110	–	–	﹤0.01%	844
2022 Q4	$1.28K	Hold	110	–	–	﹤0.01%	929
2022 Q3	$1K	Hold	110	–	–	﹤0.01%	874
2022 Q2	$1K	Hold	110	–	–	﹤0.01%	887
2022 Q1	$1K	Hold	110	–	–	﹤0.01%	899
2021 Q4	$1K	Hold	110	–	–	﹤0.01%	920
2021 Q3	$1K	Hold	110	–	–	﹤0.01%	911
2021 Q2	$1K	Hold	110	–	–	﹤0.01%	900
2021 Q1	$1K	Hold	110	–	–	﹤0.01%	891
2020 Q4	$1K	Hold	110	–	–	﹤0.01%	863
2020 Q3	$1K	Hold	110	–	–	﹤0.01%	801
2020 Q2	$1K	Sell	110 -85	-44%	-$706	﹤0.01%	803
2020 Q1	$2K	Buy	+195	New	+$2.05K	﹤0.01%	651
2019 Q1	–	Sell	-195	Closed	-$2K	–	875
2018 Q4	$2K	Buy	+195	New	+$1.9K	﹤0.01%	837

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

Prestige Wealth Management Group's MDU Position: Q2 2026 in Review

Prestige Wealth Management Group increased its MDU Resources (MDU) stake by 54% in Q2 2026, buying an estimated $783 and bringing the position to 103 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

Prestige Wealth Management Group first reported a position in MDU in Q4 2018 and has held it in 27 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Prestige Wealth Management Group held 103 shares of MDU Resources worth $2.2K as of Q2 2026.
Prestige Wealth Management Group bought 36 MDU Resources shares in Q2 2026, an estimated $783.
MDU Resources made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #750 holding.
Prestige Wealth Management Group first reported a position in MDU Resources in Q4 2018 and has held it in 27 quarters since.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.