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TD Private Client Wealth’s MDU Resources MDU Stock Holding History

TD Private Client Wealth’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 		$51.2K Buy
2,416
+1,817
+303% +$39.5K ﹤0.01% 884
2026
Q1 		$12.4K Hold
599
– – ﹤0.01% 1072
2025
Q4 		$11.7K Hold
599
– – ﹤0.01% 1077
2025
Q3 		$10.7K Buy
599
+60
+11% +$1K ﹤0.01% 1064
2025
Q2 		$8.98K Buy
539
+203
+60% +$3.41K ﹤0.01% 1061
2025
Q1 		$5.68K Hold
336
– – ﹤0.01% 1067
2024
Q4 		$6.05K Sell
336
-139
-29% -$2.44K ﹤0.01% 1097
2024
Q3 		$7.21K Hold
475
– – ﹤0.01% 1089
2024
Q2 		$6.6K Sell
475
-500
-51% -$6.91K ﹤0.01% 1076
2024
Q1 		$13.6K Sell
975
-7
-0.7% -$81 ﹤0.01% 1002
2023
Q4 		$10.8K Hold
982
– – ﹤0.01% 1038
2023
Q3 		$10.7K Buy
+982
New +$11.3K ﹤0.01% 1022
2022
Q2 		– Sell
-1,275
Closed -$12.9K – 1262
2022
Q1 		$12.9K Buy
+1,275
New +$13.5K ﹤0.01% 1016

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

TD Private Client Wealth's MDU Position: Q2 2026 in Review

TD Private Client Wealth increased its MDU Resources (MDU) stake by 303% in Q2 2026, buying an estimated $39.5K and bringing the position to 2,416 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

TD Private Client Wealth first reported a position in MDU in Q1 2022 and has held it in 13 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • TD Private Client Wealth held 2,416 shares of MDU Resources worth $51.2K as of Q2 2026.
  • TD Private Client Wealth bought 1,817 MDU Resources shares in Q2 2026, an estimated $39.5K.
  • MDU Resources made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #884 holding.
  • TD Private Client Wealth first reported a position in MDU Resources in Q1 2022 and has held it in 13 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.