WETS
MDU icon

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

Wealth Enhancement Trust 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 		$12.7K Hold
600
– – ﹤0.01% 695
2026
Q1 		$12.4K Hold
600
– – ﹤0.01% 573
2025
Q4 		$11.7K Buy
+600
New +$11.8K ﹤0.01% 553

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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Wealth Enhancement Trust Services held its MDU Resources (MDU) position steady in Q2 2026 at 600 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Wealth Enhancement Trust Services first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. 335 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Wealth Enhancement Trust Services held 600 shares of MDU Resources worth $12.7K as of Q2 2026.
  • Wealth Enhancement Trust Services left its MDU Resources share count unchanged in Q2 2026.
  • MDU Resources made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #695 holding.
  • Wealth Enhancement Trust Services first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
  • 335 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

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