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Ameritas Advisory Services’s MDU Resources MDU Stock Holding History

Ameritas Advisory Services’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-239
Closed -$3.98K – 2607
2025
Q2 		$3.98K Buy
+239
New +$4.02K ﹤0.01% 2302

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ameritas Advisory Services's MDU Position: Q3 2025 in Review

Ameritas Advisory Services sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 239 shares — an estimated $3.98K sold.

Ameritas Advisory Services first reported a position in MDU in Q2 2025 and held it in 1 quarter. The position peaked at $3.98K in Q2 2025. 405 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

  • Ameritas Advisory Services reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 239 MDU Resources shares in Q3 2025, an estimated $3.98K.
  • Ameritas Advisory Services first reported a position in MDU Resources in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's MDU Resources position peaked at $3.98K in Q2 2025.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.