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 Q3	$2.21K	Hold	119	–	–	﹤0.01%	1157
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	$2.14K	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Private Wealth Management Group's MDU Position: Q3 2026 in Review

Private Wealth Management Group held its MDU Resources (MDU) position steady in Q3 2026 at 119 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Private Wealth Management Group first reported a position in MDU in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.37K in Q3 2024. 228 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

Private Wealth Management Group held 119 shares of MDU Resources worth $2.21K as of Q3 2026.
Private Wealth Management Group left its MDU Resources share count unchanged in Q3 2026.
MDU Resources made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1157 holding.
Private Wealth Management Group first reported a position in MDU Resources in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's MDU Resources position peaked at $3.37K in Q3 2024.
228 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.