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MDU Resources shares owned by Forza Wealth Management

Quarter-by-quarter ownership of MDU Resources (MDU) shares owned by Forza Wealth Management from 13F filings

Historical chart of Forza Wealth Management investment in MDU Resources

Tip: Access up to 7 years of quarterly data

All positions including MDU Resources held by Forza Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MDU Resources by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $516k 21k 25.20
2023-12-31 $406k 21k 19.80
2023-09-30 $401k 21k 19.58
2023-06-30 $429k 21k 20.94
2023-03-31 $624k 21k 30.48
2022-12-31 $555k 18k 30.34

More positions owned by Forza Wealth Management

Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Microsoft Corporation (MSFT)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Mcp Etf (IJH)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Cisco Systems (CSCO)

View all positions for Forza Wealth Management

Top funds holding MDU Resources

Vanguard Group
Corvex Management
Dimensional Fund Advisors
Franklin Resources
Barrow, Hanley, Mewhinney & Strauss
River Road Asset Management
Norges Bank Investment Management
Bank of New York Mellon
Charles Schwab Investment Management
Allspring Global Investments Holdings
J. Goldman & Co
Us Bancorp
Citadel Advisors
59 North Capital Management
AQR Capital Management

View all funds holding MDU Resources