CVA Family Office’s MDU Resources MDU Stock Holding History

CVA Family Office’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	$6.81K	Buy	321 +18	+6%	+$392	﹤0.01%	1160
2026 Q1	$6.28K	Buy	+303	New	+$6.21K	﹤0.01%	1148

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CVA Family Office's MDU Position: Q2 2026 in Review

CVA Family Office increased its MDU Resources (MDU) stake by 5.9% in Q2 2026, buying an estimated $392 and bringing the position to 321 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

CVA Family Office first reported a position in MDU in Q1 2026 and has held it in 2 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

CVA Family Office held 321 shares of MDU Resources worth $6.81K as of Q2 2026.
CVA Family Office bought 18 MDU Resources shares in Q2 2026, an estimated $392.
MDU Resources made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1160 holding.
CVA Family Office first reported a position in MDU Resources in Q1 2026 and has held it in 2 quarters since.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.