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CoreCap Advisors’s MDU Resources MDU Stock Holding History

CoreCap Advisors’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 		$78.9K Sell
3,720
-34
-0.9% -$740 ﹤0.01% 1208
2026
Q1 		$77.8K Buy
3,754
+195
+5% +$3.99K ﹤0.01% 1131
2025
Q4 		$69.5K Hold
3,559
– – ﹤0.01% 1171
2025
Q3 		$63.4K Hold
3,559
– – ﹤0.01% 1223
2025
Q2 		$59.3K Hold
3,559
– – ﹤0.01% 1178
2025
Q1 		$60.2K Hold
3,559
– – ﹤0.01% 1098
2024
Q4 		$64.1K Sell
3,559
-2,206
-38% -$38.7K ﹤0.01% 1078
2024
Q3 		$87.5K Buy
+5,765
New +$82.1K ﹤0.01% 975
2024
Q2 		– Sell
-6,171
Closed -$86.2K – 2211
2024
Q1 		$86.2K Buy
+6,171
New +$71.4K ﹤0.01% 899
2022
Q4 		$114K Buy
+9,899
New +$111K 0.01% 690
2022
Q3 		– Sell
-8,992
Closed -$92K – 1446
2022
Q2 		$92K Buy
+8,992
New +$91.4K 0.01% 719
2022
Q1 		– Sell
-8,992
Closed -$105K – 1442
2021
Q4 		$105K Buy
+8,992
New +$101K 0.01% 729

Other funds holding MDU

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CFSG
Clark Financial Services Group Chesterfield, Missouri $212M AUM 39.24% 1-Year Est. Return
FF
Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

CoreCap Advisors's MDU Position: Q2 2026 in Review

CoreCap Advisors reduced its MDU Resources (MDU) stake by 0.91% in Q2 2026, selling an estimated $740 and leaving 3,720 shares worth $78.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

CoreCap Advisors first reported a position in MDU in Q4 2021 and has held it in 12 quarters since. The position peaked at $114K in Q4 2022. 63 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • CoreCap Advisors held 3,720 shares of MDU Resources worth $78.9K as of Q2 2026.
  • CoreCap Advisors sold 34 MDU Resources shares in Q2 2026, an estimated $740.
  • MDU Resources made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1208 holding.
  • CoreCap Advisors first reported a position in MDU Resources in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's MDU Resources position peaked at $114K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.