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Hemington Wealth Management’s MDU Resources MDU Stock Holding History

Hemington Wealth Management’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
2025
Q3 		$9K Buy
538
+17
+3% +$284 ﹤0.01% 929
2025
Q2 		$8K Buy
521
+135
+35% +$2.27K ﹤0.01% 945
2025
Q1 		$6K Buy
386
+41
+12% +$708 ﹤0.01% 995
2024
Q4 		$6K Sell
345
-184
-35% -$3.23K ﹤0.01% 958
2024
Q3 		$8K Buy
+529
New +$7.53K ﹤0.01% 779

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Hemington Wealth Management's MDU Position: Q3 2025 in Review

Hemington Wealth Management increased its MDU Resources (MDU) stake by 3.3% in Q3 2025, buying an estimated $284 and bringing the position to 538 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Hemington Wealth Management first reported a position in MDU in Q3 2024 and has held it in 5 quarters since. 405 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

  • Hemington Wealth Management held 538 shares of MDU Resources worth $9K as of Q3 2025.
  • Hemington Wealth Management bought 17 MDU Resources shares in Q3 2025, an estimated $284.
  • MDU Resources made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #929 holding.
  • Hemington Wealth Management first reported a position in MDU Resources in Q3 2024 and has held it in 5 quarters since.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.