RAFFA WEALTH MANAGEMENT, LLC’s MDU Resources MDU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$827	Sell	39 -2	-5%	-$44	﹤0.01%	1075
2026 Q1	$850	Buy	41 +7	+21%	+$143	﹤0.01%	977
2025 Q4	$664	Hold	34	–	–	﹤0.01%	1028
2025 Q3	$606	Hold	34	–	–	﹤0.01%	1021
2025 Q2	$567	Hold	34	–	–	﹤0.01%	976
2025 Q1	$575	Hold	34	–	–	﹤0.01%	936
2024 Q4	$613	Sell	34 -27	-44%	-$474	﹤0.01%	971
2024 Q3	$932	Hold	61	–	–	﹤0.01%	864
2024 Q2	$853	Hold	61	–	–	﹤0.01%	945
2024 Q1	$857	Buy	+61	New	+$706	﹤0.01%	928
2023 Q3	$666	Buy	+61	New	+$702	﹤0.01%	886
2022 Q4	$1.03K	Hold	89	–	–	﹤0.01%	773
2022 Q3	$930	Buy	+89	New	+$983	﹤0.01%	826
2021 Q4	$1.05K	Hold	89	–	–	﹤0.01%	847
2021 Q3	$1.01K	Hold	89	–	–	﹤0.01%	817
2021 Q2	$1.07K	Buy	+89	New	+$1.12K	﹤0.01%	812
2020 Q4	$896	Buy	+89	New	+$832	﹤0.01%	762
2020 Q2	$754	Hold	89	–	–	﹤0.01%	732
2020 Q1	$731	Buy	+89	New	+$937	﹤0.01%	668
2019 Q3	$958	Buy	+89	New	+$909	﹤0.01%	619
2018 Q1	$957	Buy	+89	New	+$904	﹤0.01%	584

Other funds holding MDU

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MDU Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its MDU Resources (MDU) stake by 4.9% in Q2 2026, selling an estimated $44 and leaving 39 shares worth $827. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MDU in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.07K in Q2 2021. 107 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 39 shares of MDU Resources worth $827 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 2 MDU Resources shares in Q2 2026, an estimated $44.
MDU Resources made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1075 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in MDU Resources in Q1 2018 and has held it in 21 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's MDU Resources position peaked at $1.07K in Q2 2021.
107 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.