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Beverly Hills Private Wealth’s MDU Resources MDU Stock Holding History

Beverly Hills Private Wealth’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
2026
Q2 		– Sell
-15,748
Closed -$326K – 324
2026
Q1 		$326K Buy
+15,748
New +$323K 0.05% 254

Other funds holding MDU

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beverly Hills Private Wealth's MDU Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 15,748 shares — an estimated $326K sold.

Beverly Hills Private Wealth first reported a position in MDU in Q1 2026 and held it in 1 quarter. The position peaked at $326K in Q1 2026. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 15,748 MDU Resources shares in Q2 2026, an estimated $326K.
  • Beverly Hills Private Wealth first reported a position in MDU Resources in Q1 2026 and held it in 1 quarter.
  • Beverly Hills Private Wealth's MDU Resources position peaked at $326K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.