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MDU Resources shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners investment in MDU Resources

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MDU Resources by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $253k 14k 17.81
2025-06-30 $236k 14k 16.67
2025-03-31 $240k 14k 16.91
2024-12-31 $255k 14k 18.02
2024-09-30 $389k 14k 27.41

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

Top funds holding MDU Resources

BlackRock
Vanguard Group
Dimensional Fund Advisors
Barrow, Hanley, Mewhinney & Strauss
State Street Corporation
River Road Asset Management
Corvex Management
Morgan Stanley
Geode Capital Management
Macquarie Group
Frontier Capital Management
Bank of New York Mellon
T. Rowe Price Investment Management
Charles Schwab Investment Management
Invesco

View all funds holding MDU Resources