Wealth Enhancement Advisory Services
MDU icon

Wealth Enhancement Advisory Services’s MDU Resources MDU Stock Holding History

Wealth Enhancement Advisory Services’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 		$670K Buy
31,940
+5,948
+23% +$129K ﹤0.01% 2419
2026
Q1 		$554K Buy
25,992
+94
+0.4% +$1.93K ﹤0.01% 2234
2025
Q4 		$516K Buy
25,898
+3,484
+16% +$68.6K ﹤0.01% 2449
2025
Q3 		$408K Buy
22,414
+540
+2% +$9.01K ﹤0.01% 2535
2025
Q2 		$368K Buy
21,874
+211
+1% +$3.55K ﹤0.01% 2459
2025
Q1 		$366K Buy
21,663
+1,742
+9% +$30.1K ﹤0.01% 2286
2024
Q4 		$359K Sell
19,921
-12,376
-38% -$217K ﹤0.01% 2234
2024
Q3 		$490K Sell
32,297
-112
-0.3% -$1.59K ﹤0.01% 1844
2024
Q2 		$451K Buy
32,409
+5,368
+20% +$74.1K ﹤0.01% 1708
2024
Q1 		$378K Sell
27,041
-258
-0.9% -$2.98K ﹤0.01% 1758
2023
Q4 		$299K Sell
27,299
-3,189
-10% -$33.7K ﹤0.01% 1814
2023
Q3 		$331K Buy
+30,488
New +$351K ﹤0.01% 1683
2018
Q1 		– Sell
-43,864
Closed -$435K – 166
2017
Q4 		$435K Buy
+43,864
New +$449K 0.03% 130

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

Wealth Enhancement Advisory Services's MDU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its MDU Resources (MDU) stake by 23% in Q2 2026, buying an estimated $129K and bringing the position to 31,940 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Wealth Enhancement Advisory Services first reported a position in MDU in Q4 2017 and has held it in 13 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 31,940 shares of MDU Resources worth $670K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 5,948 MDU Resources shares in Q2 2026, an estimated $129K.
  • MDU Resources made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2419 holding.
  • Wealth Enhancement Advisory Services first reported a position in MDU Resources in Q4 2017 and has held it in 13 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.