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True Wealth Design’s MDU Resources MDU Stock Holding History

True Wealth Design’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 		$2.12K Buy
+100
New +$2.17K ﹤0.01% 1665
2025
Q4 		– Sell
-5
Closed -$90 – 2719
2025
Q3 		$90 Sell
5
-133
-96% -$2.22K ﹤0.01% 2466
2025
Q2 		$2.3K Buy
138
+2
+1% +$34 ﹤0.01% 1123
2025
Q1 		$2.3K Buy
+136
New +$2.35K ﹤0.01% 959

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

True Wealth Design's MDU Position: Q2 2026 in Review

True Wealth Design opened a new position in MDU Resources (MDU) in Q2 2026: 100 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #1665 among its holdings. This is a return to the name: True Wealth Design previously reported a position in MDU as recently as Q3 2025.

True Wealth Design first reported a position in MDU in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.3K in Q2 2025. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • True Wealth Design held 100 shares of MDU Resources worth $2.12K as of Q2 2026.
  • MDU Resources was a new True Wealth Design position in Q2 2026.
  • MDU Resources made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1665 holding.
  • True Wealth Design first reported a position in MDU Resources in Q1 2025 and has held it in 4 quarters since.
  • True Wealth Design's MDU Resources position peaked at $2.3K in Q2 2025.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.