Toth Financial Advisory
MDU icon

Toth Financial Advisory’s MDU Resources MDU Stock Holding History

Toth Financial Advisory’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 		$20.9K Hold
1,125
– – ﹤0.01% 500
2026
Q2 		$23.9K Buy
+1,125
New +$24.5K ﹤0.01% 485

Other funds holding MDU

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Clark Financial Services Group
Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Toth Financial Advisory's MDU Position: Q3 2026 in Review

Toth Financial Advisory held its MDU Resources (MDU) position steady in Q3 2026 at 1,125 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #500.

Toth Financial Advisory first reported a position in MDU in Q2 2026 and has held it in 2 quarters since. The position peaked at $23.9K in Q2 2026. 81 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Toth Financial Advisory held 1,125 shares of MDU Resources worth $20.9K as of Q3 2026.
  • Toth Financial Advisory left its MDU Resources share count unchanged in Q3 2026.
  • MDU Resources made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #500 holding.
  • Toth Financial Advisory first reported a position in MDU Resources in Q2 2026 and has held it in 2 quarters since.
  • Toth Financial Advisory's MDU Resources position peaked at $23.9K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.