SWP
MDU icon

Strategic Wealth Partners’s MDU Resources MDU Stock Holding History

Strategic Wealth Partners’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
Q1 		$57.7K Buy
2,787
+20
+0.7% +$410 ﹤0.01% 489
2025
Q4 		$54K Buy
2,767
+22
+0.8% +$433 ﹤0.01% 511
2025
Q3 		$48.9K Buy
2,745
+21
+0.8% +$351 ﹤0.01% 559
2025
Q2 		$45.4K Buy
+2,724
New +$45.8K ﹤0.01% 508

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Partners's MDU Position: Q1 2026 in Review

Strategic Wealth Partners increased its MDU Resources (MDU) stake by 0.72% in Q1 2026, buying an estimated $410 and bringing the position to 2,787 shares worth $57.7K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Strategic Wealth Partners first reported a position in MDU in Q2 2025 and has held it in 4 quarters since. 418 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Strategic Wealth Partners held 2,787 shares of MDU Resources worth $57.7K as of Q1 2026.
  • Strategic Wealth Partners bought 20 MDU Resources shares in Q1 2026, an estimated $410.
  • MDU Resources made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #489 holding.
  • Strategic Wealth Partners first reported a position in MDU Resources in Q2 2025 and has held it in 4 quarters since.
  • 418 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.