RWM
MDU icon

Rialto Wealth Management’s MDU Resources MDU Stock Holding History

Rialto Wealth Management’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 		$510 Buy
24
+9
+60% +$196 ﹤0.01% 1709
2026
Q1 		$311 Sell
15
-3
-17% -$61 ﹤0.01% 1529
2025
Q4 		$352 Buy
18
+11
+157% +$217 ﹤0.01% 1387
2025
Q3 		$125 Buy
7
+1
+17% +$17 ﹤0.01% 1580
2025
Q2 		$101 Buy
+6
New +$101 ﹤0.01% 1531

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rialto Wealth Management's MDU Position: Q2 2026 in Review

Rialto Wealth Management increased its MDU Resources (MDU) stake by 60% in Q2 2026, buying an estimated $196 and bringing the position to 24 shares worth $510. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Rialto Wealth Management first reported a position in MDU in Q2 2025 and has held it in 5 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Rialto Wealth Management held 24 shares of MDU Resources worth $510 as of Q2 2026.
  • Rialto Wealth Management bought 9 MDU Resources shares in Q2 2026, an estimated $196.
  • MDU Resources made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1709 holding.
  • Rialto Wealth Management first reported a position in MDU Resources in Q2 2025 and has held it in 5 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.