Cerity Partners
MDU icon

Cerity Partners’s MDU Resources MDU Stock Holding History

Cerity Partners’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 		$1.6M Buy
75,291
+14,237
+23% +$310K ﹤0.01% 1715
2026
Q1 		$1.27M Sell
61,054
-101,059
-62% -$2.07M ﹤0.01% 1732
2025
Q4 		$3.16M Buy
162,113
+10,235
+7% +$201K ﹤0.01% 1147
2025
Q3 		$2.7M Buy
151,878
+6,757
+5% +$113K ﹤0.01% 1147
2025
Q2 		$2.42M Buy
145,121
+1,654
+1% +$27.8K ﹤0.01% 1131
2025
Q1 		$2.43M Buy
143,467
+92,587
+182% +$1.6M ﹤0.01% 1024
2024
Q4 		$1.07M Sell
50,880
-52,857
-51% -$927K ﹤0.01% 1377
2024
Q3 		$1.58M Buy
103,737
+5,735
+6% +$81.7K ﹤0.01% 1199
2024
Q2 		$1.36M Sell
98,002
-4,832
-5% -$66.7K ﹤0.01% 1091
2024
Q1 		$1.44M Buy
102,834
+38,879
+61% +$450K ﹤0.01% 1117
2023
Q4 		$702K Buy
+63,955
New +$675K ﹤0.01% 1122
2023
Q3 		– Sell
-67,641
Closed -$785K – 1589
2023
Q2 		$785K Sell
67,641
-19,043
-22% -$214K ﹤0.01% 1001
2023
Q1 		$1M Buy
86,684
+1,878
+2% +$21.8K ﹤0.01% 969
2022
Q4 		$978K Sell
84,806
-8,292
-9% -$93.2K 0.01% 698
2022
Q3 		$969K Sell
93,098
-6,222
-6% -$68.7K 0.01% 528
2022
Q2 		$920K Buy
+99,320
New +$1.01M 0.01% 569

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cerity Partners's MDU Position: Q2 2026 in Review

Cerity Partners increased its MDU Resources (MDU) stake by 23% in Q2 2026, buying an estimated $310K and bringing the position to 75,291 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1715.

Cerity Partners first reported a position in MDU in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.16M in Q4 2025. 410 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Cerity Partners held 75,291 shares of MDU Resources worth $1.6M as of Q2 2026.
  • Cerity Partners bought 14,237 MDU Resources shares in Q2 2026, an estimated $310K.
  • MDU Resources made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1715 holding.
  • Cerity Partners first reported a position in MDU Resources in Q2 2022 and has held it in 16 quarters since.
  • Cerity Partners's MDU Resources position peaked at $3.16M in Q4 2025.
  • 410 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.