True Wealth Design
MDU icon

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
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
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 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. 71 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.
  • 71 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.