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Heritage Wealth Advisors’s MDU Resources MDU Stock Holding History

Heritage 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
2025
Q2 		– Sell
-1,300
Closed -$22K – 584
2025
Q1 		$22K Buy
1,300
+150
+13% +$2.59K ﹤0.01% 363
2024
Q4 		$20.7K Sell
1,150
-565
-33% -$9.91K ﹤0.01% 384
2024
Q3 		$26K Hold
1,715
– – ﹤0.01% 377
2024
Q2 		$23.8K Hold
1,715
– – ﹤0.01% 366
2024
Q1 		$23.9K Hold
1,715
– – ﹤0.01% 383
2023
Q4 		$18.8K Buy
+1,715
New +$18.1K ﹤0.01% 414
2021
Q3 		– Sell
-168
Closed -$2.01K – 560
2021
Q2 		$2.01K Hold
168
– – ﹤0.01% 510
2021
Q1 		$2.02K Hold
168
– – ﹤0.01% 520
2020
Q4 		$2K Buy
+168
New +$1.57K ﹤0.01% 514

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
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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Heritage Wealth Advisors's MDU Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of MDU Resources (MDU) in Q2 2025, closing a stake of 1,300 shares — an estimated $22K sold.

Heritage Wealth Advisors first reported a position in MDU in Q4 2020 and held it in 9 quarters. The position peaked at $26K in Q3 2024. 405 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining MDU Resources position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,300 MDU Resources shares in Q2 2025, an estimated $22K.
  • Heritage Wealth Advisors first reported a position in MDU Resources in Q4 2020 and held it in 9 quarters.
  • Heritage Wealth Advisors's MDU Resources position peaked at $26K in Q3 2024.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.