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Twin Peaks Wealth Advisors’s MDU Resources MDU Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-341
Closed -$7.07K – 1398
2026
Q1 		$7.07K Buy
+341
New +$6.99K ﹤0.01% 1240
2025
Q3 		– Sell
-578
Closed -$9.58K – 1324
2025
Q2 		$9.58K Buy
+578
New +$9.72K ﹤0.01% 955

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

Twin Peaks Wealth Advisors's MDU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 341 shares — an estimated $7.07K sold.

Twin Peaks Wealth Advisors first reported a position in MDU in Q2 2025 and held it in 2 quarters. The position peaked at $9.58K in Q2 2025. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 341 MDU Resources shares in Q2 2026, an estimated $7.07K.
  • Twin Peaks Wealth Advisors first reported a position in MDU Resources in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's MDU Resources position peaked at $9.58K in Q2 2025.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.