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EverSource Wealth Advisors’s MDU Resources MDU Stock Holding History

EverSource Wealth 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 		$48K Sell
2,263
-1,005
-31% -$21.9K ﹤0.01% 1798
2026
Q1 		$67.7K Buy
3,268
+159
+5% +$3.26K ﹤0.01% 1674
2025
Q4 		$60.7K Buy
3,109
+675
+28% +$13.3K ﹤0.01% 1622
2025
Q3 		$43.4K Sell
2,434
-74
-3% -$1.24K ﹤0.01% 1800
2025
Q2 		$41.8K Buy
2,508
+904
+56% +$15.2K ﹤0.01% 1739
2025
Q1 		$27.1K Buy
1,604
+365
+29% +$6.3K ﹤0.01% 1529
2024
Q4 		$22.3K Sell
1,239
-728
-37% -$12.8K ﹤0.01% 1563
2024
Q3 		$29.9K Buy
1,967
+1,723
+706% +$24.5K ﹤0.01% 1281
2024
Q2 		$3.64K Buy
244
+11
+5% +$152 ﹤0.01% 2328
2024
Q1 		$3.19K Buy
+233
New +$2.7K ﹤0.01% 2224
2023
Q4 		– Sell
-70
Closed -$764 – 2706
2023
Q3 		$764 Buy
70
+45
+180% +$518 ﹤0.01% 2309
2023
Q2 		$293 Sell
25
-12
-32% -$135 ﹤0.01% 2396
2023
Q1 		$427 Buy
+37
New +$430 ﹤0.01% 2258

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

EverSource Wealth Advisors's MDU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its MDU Resources (MDU) stake by 31% in Q2 2026, selling an estimated $21.9K and leaving 2,263 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

EverSource Wealth Advisors first reported a position in MDU in Q1 2023 and has held it in 13 quarters since. The position peaked at $67.7K in Q1 2026. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • EverSource Wealth Advisors held 2,263 shares of MDU Resources worth $48K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,005 MDU Resources shares in Q2 2026, an estimated $21.9K.
  • MDU Resources made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1798 holding.
  • EverSource Wealth Advisors first reported a position in MDU Resources in Q1 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's MDU Resources position peaked at $67.7K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.