EWA
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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
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 – 2708
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 $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