MDU β€” MDU RES GROUP INC

Ownership history in Brady Martz Wealth Solutions, LLC  Β·  6 quarters on record

AI Ownership Summary

Brady Martz Wealth Solutions, LLC reported MDU RES GROUP INC (MDU) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2024 Q4. The latest visible filing shows MDU at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brady Martz Wealth Solutions, LLC's position in MDU RES GROUP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MDU was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brady Martz Wealth Solutions, LLC held MDU β€” position size vs. price
% of Fund (quarterly)    MDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 27,535 +15 +0.1% 0.10% $571K 2026-04-15 $21.89
2025 Q4 ADDED 27,520 +15 +0.1% 0.09% $537K 2026-01-15 $20.28
2025 Q3 ADDED 27,505 +15 +0.1% 0.09% $490K 2025-10-15 $19.02
2025 Q2 ADDED 27,490 +650 +2.4% 0.09% $458K 2025-07-14 $16.46
2025 Q1 REDUCED 26,840 -400 -1.5% 0.10% $454K 2025-04-21 $15.91
2024 Q4 INITIATED 27,240 β€” β€” 0.12% $494K 2025-01-16 $17.76

FAQ About Brady Martz Wealth Solutions, LLC and MDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brady Martz Wealth Solutions, LLC reported owning MDU?

Brady Martz Wealth Solutions, LLC reported MDU across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MDU position in Brady Martz Wealth Solutions, LLC's portfolio?

The largest reported portfolio weight for MDU was 0.12% in 2024 Q4.

What is the latest reported MDU position on this page?

The most recent filing on this page is 2026 Q1, when Brady Martz Wealth Solutions, LLC reported 27,535 shares, equal to 0.10% of portfolio, with an estimated market value of $571K.

What does the chart on this MDU ownership page compare?

The chart compares Brady Martz Wealth Solutions, LLC's quarterly MDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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