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

Private 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	$2.52K	Hold	119	–	–	﹤0.01%	1083
2026 Q1	$2.47K	Hold	119	–	–	﹤0.01%	1016
2025 Q4	$2.32K	Hold	119	–	–	﹤0.01%	1037
2025 Q3	$2.12K	Hold	119	–	–	﹤0.01%	1097
2025 Q2	$1.98K	Hold	119	–	–	﹤0.01%	1084
2025 Q1	$2.01K	Hold	119	–	–	﹤0.01%	1055
2024 Q4	$2.15K	Sell	119 -103	-46%	-$1.81K	﹤0.01%	1054
2024 Q3	$3.37K	Buy	222 +7	+3%	+$100	﹤0.01%	878
2024 Q2	$2.99K	Hold	215	–	–	﹤0.01%	910
2024 Q1	$3K	Hold	215	–	–	﹤0.01%	810
2023 Q4	$2.36K	Buy	+215	New	+$2.27K	﹤0.01%	909

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

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

Private Wealth Management Group held its MDU Resources (MDU) position steady in Q2 2026 at 119 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Private Wealth Management Group first reported a position in MDU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.37K in Q3 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Private Wealth Management Group held 119 shares of MDU Resources worth $2.52K as of Q2 2026.
Private Wealth Management Group left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1083 holding.
Private Wealth Management Group first reported a position in MDU Resources in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's MDU Resources position peaked at $3.37K in Q3 2024.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.