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Allied Investment Advisors, LLC → MDU
Allied Investment Advisors, LLC MDU Position History
MDU Resources Group, Inc. • Utilities
Quarters held
5
Latest value
$474K
Q3 2026
Peak value
$477K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $408K |
| Q4 2025 | $435K |
| Q1 2026 | $462K |
| Q2 2026 | $477K |
| Q3 2026 | $474K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $474K | 25.6K | — | — |
| Q2 2026 | $477K | 22.5K | — | — |
| Q1 2026 | $462K | 22.3K | — | — |
| Q4 2025 | $435K | 22.3K | — | — |
| Q3 2025 | $408K | 22.9K | — | — |
Other funds holding MDU
$281.3M
$157.4M
$157.4M
$149.7M
$145.8M
$107.9M
Other Allied Investment Advisors, LLC positions
VGES
$136.4MVANGUARD SHORT-TERM BOND ETF
VGES
$80.4MVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
VGES
$65.3MVANGUARD INTERMEDIATE-TERM BOND ETF
SCHW-PJ
$59.3MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$55.7MSCHWAB US DIVIDEND EQUITY ETF
VLO
$54.1MVANGUARD HEALTH CARE ETF
SCHW-PJ
$50.1MSCHWAB US DIVIDEND EQUITY ETF
SCHW-PJ
$48.9MSCHWAB US DIVIDEND EQUITY ETF