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 Q3	$2.24K	Buy	121 +21	+21%	+$421	﹤0.01%	1632
2026 Q2	$2.12K	Buy	+100	New	+$2.18K	﹤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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

True Wealth Design's MDU Position: Q3 2026 in Review

True Wealth Design increased its MDU Resources (MDU) stake by 21% in Q3 2026, buying an estimated $421 and bringing the position to 121 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

True Wealth Design first reported a position in MDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.3K in Q2 2025. 65 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

True Wealth Design held 121 shares of MDU Resources worth $2.24K as of Q3 2026.
True Wealth Design bought 21 MDU Resources shares in Q3 2026, an estimated $421.
MDU Resources made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1632 holding.
True Wealth Design first reported a position in MDU Resources in Q1 2025 and has held it in 5 quarters since.
True Wealth Design's MDU Resources position peaked at $2.3K in Q2 2025.
65 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.