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Wealthspire Advisors (New York)’s MDU Resources MDU Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-965
Closed -$17.2K – 2134
2025
Q3 		$17.2K Buy
+965
New +$16.1K ﹤0.01% 1753

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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Wealthspire Advisors (New York)'s MDU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 965 shares — an estimated $17.2K sold.

Wealthspire Advisors (New York) first reported a position in MDU in Q3 2025 and held it in 1 quarter. The position peaked at $17.2K in Q3 2025. 415 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 965 MDU Resources shares in Q4 2025, an estimated $17.2K.
  • Wealthspire Advisors (New York) first reported a position in MDU Resources in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s MDU Resources position peaked at $17.2K in Q3 2025.
  • 415 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.