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Choreo LLC’s MDU Resources MDU Stock Holding History

Choreo LLC’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
-14,800
Closed -$310K – 1751
2026
Q1 		$310K Buy
14,800
+1,561
+12% +$32K ﹤0.01% 1232
2025
Q4 		$263K Buy
+13,239
New +$261K ﹤0.01% 1297
2025
Q3 		– Sell
-12,115
Closed -$204K – 1622
2025
Q2 		$204K Buy
+12,115
New +$204K ﹤0.01% 1388
2024
Q4 		– Sell
-19,315
Closed -$290K – 1689
2024
Q3 		$290K Sell
19,315
-897
-4% -$12.8K ﹤0.01% 1225
2024
Q2 		$276K Buy
+20,212
New +$279K ﹤0.01% 1137

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
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

Choreo LLC's MDU Position: Q2 2026 in Review

Choreo LLC sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 14,800 shares — an estimated $310K sold.

Choreo LLC first reported a position in MDU in Q2 2024 and held it in 5 quarters. The position peaked at $310K in Q1 2026. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Choreo LLC reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • Choreo LLC sold 14,800 MDU Resources shares in Q2 2026, an estimated $310K.
  • Choreo LLC first reported a position in MDU Resources in Q2 2024 and held it in 5 quarters.
  • Choreo LLC's MDU Resources position peaked at $310K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.