Corient Private Wealth
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Corient Private Wealth’s MDU Resources MDU Stock Holding History

Corient 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
Q1 		$1.11M Sell
54,286
-32,971
-38% -$675K ﹤0.01% 1608
2025
Q4 		$1.7M Buy
87,257
+60,742
+229% +$1.2M ﹤0.01% 1609
2025
Q3 		$472K Buy
26,515
+2,610
+11% +$43.6K ﹤0.01% 1825
2025
Q2 		$384K Buy
23,905
+2,723
+13% +$45.8K ﹤0.01% 1851
2025
Q1 		$358K Buy
21,182
+4,049
+24% +$69.9K ﹤0.01% 1761
2024
Q4 		$309K Sell
17,133
-29,019
-63% -$509K ﹤0.01% 1876
2024
Q3 		$701K Buy
46,152
+10,189
+28% +$145K ﹤0.01% 1572
2024
Q2 		$500K Buy
35,963
+507
+1% +$7K ﹤0.01% 1641
2024
Q1 		$495K Buy
35,456
+749
+2% +$8.67K ﹤0.01% 1631
2023
Q4 		$381K Buy
34,707
+3,535
+11% +$37.3K ﹤0.01% 1756
2023
Q3 		$338K Sell
31,172
-42,727
-58% -$492K ﹤0.01% 1698
2023
Q2 		$857K Buy
73,899
+26,290
+55% +$296K ﹤0.01% 1212
2023
Q1 		$552K Buy
47,609
+7,459
+19% +$86.7K ﹤0.01% 1333
2022
Q4 		$463K Buy
+40,150
New +$451K ﹤0.01% 1167

Other funds holding MDU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return