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Sound Income Strategies’s MDU Resources MDU Stock Holding History

Sound Income Strategies’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
-391
Closed -$8.23K – 1612
2026
Q1 		$8.23K Buy
391
+2
+0.5% +$41 ﹤0.01% 1600
2025
Q4 		$8.03K Buy
+389
New +$7.66K ﹤0.01% 1595

Other funds holding MDU

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Sound Income Strategies's MDU Position: Q2 2026 in Review

Sound Income Strategies sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 391 shares — an estimated $8.23K sold.

Sound Income Strategies first reported a position in MDU in Q4 2025 and held it in 2 quarters. The position peaked at $8.23K in Q1 2026. 130 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Sound Income Strategies reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 391 MDU Resources shares in Q2 2026, an estimated $8.23K.
  • Sound Income Strategies first reported a position in MDU Resources in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's MDU Resources position peaked at $8.23K in Q1 2026.
  • 130 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.