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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's MDU Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in MDU Resources (MDU) in Q1 2026: 341 shares worth $7.07K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MDU as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MDU in Q2 2025 and has held it in 2 quarters since. The position peaked at $9.58K in Q2 2025. 418 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Twin Peaks Wealth Advisors held 341 shares of MDU Resources worth $7.07K as of Q1 2026.
  • MDU Resources was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • MDU Resources made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1240 holding.
  • Twin Peaks Wealth Advisors first reported a position in MDU Resources in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's MDU Resources position peaked at $9.58K in Q2 2025.
  • 418 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.