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Congress Wealth Management’s MDU Resources MDU Stock Holding History

Congress Wealth Management’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
Q2 		$1.16M Sell
69,608
-2,409
-3% -$40.5K 0.01% 671
2025
Q1 		$1.22M Buy
+72,017
New +$1.24M 0.01% 588

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Congress Wealth Management's MDU Position: Q2 2025 in Review

Congress Wealth Management reduced its MDU Resources (MDU) stake by 3.3% in Q2 2025, selling an estimated $40.5K and leaving 69,608 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #671.

Congress Wealth Management first reported a position in MDU in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.22M in Q1 2025. 407 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

  • Congress Wealth Management held 69,608 shares of MDU Resources worth $1.16M as of Q2 2025.
  • Congress Wealth Management sold 2,409 MDU Resources shares in Q2 2025, an estimated $40.5K.
  • MDU Resources made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #671 holding.
  • Congress Wealth Management first reported a position in MDU Resources in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's MDU Resources position peaked at $1.22M in Q1 2025.
  • 407 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.