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KINGSWOOD WEALTH ADVISORS, LLC → MDU
KINGSWOOD WEALTH ADVISORS, LLC MDU Position History
MDU Resources Group, Inc. • Utilities
Quarters held
4
Latest value
$236K
Q3 2026
Peak value
$262K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $223K |
| Q1 2026 | $230K |
| Q2 2026 | $262K |
| Q3 2026 | $236K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $236K | 30.0K | — | — |
| Q2 2026 | $262K | 27.0K | — | — |
| Q1 2026 | $230K | 24.0K | — | — |
| Q4 2025 | $223K | 24.0K | — | — |
Other funds holding MDU
$281.3M
$157.4M
$157.4M
$149.7M
$145.8M
$107.9M