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
Q2 		$1.44M Buy
68,062
+13,776
+25% +$300K ﹤0.01% 1585
2026
Q1 		$1.11M Buy
54,286
+10,662
+24% +$218K ﹤0.01% 1608
2025
Q4 		$852K Buy
43,624
+17,109
+65% +$337K ﹤0.01% 1588
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 $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

Corient Private Wealth's MDU Position: Q2 2026 in Review

Corient Private Wealth increased its MDU Resources (MDU) stake by 25% in Q2 2026, buying an estimated $300K and bringing the position to 68,062 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Corient Private Wealth first reported a position in MDU in Q4 2022 and has held it in 15 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Corient Private Wealth held 68,062 shares of MDU Resources worth $1.44M as of Q2 2026.
  • Corient Private Wealth bought 13,776 MDU Resources shares in Q2 2026, an estimated $300K.
  • MDU Resources made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1585 holding.
  • Corient Private Wealth first reported a position in MDU Resources in Q4 2022 and has held it in 15 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.