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Kerr Financial Planning’s MDU Resources MDU Stock Holding History

Kerr Financial Planning’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 		$16.3K Hold
768
– – 0.02% 311
2026
Q1 		$16.9K Hold
768
– – 0.01% 302
2025
Q4 		$15.7K Hold
768
– – 0.02% 309
2025
Q3 		$15.9K Buy
+768
New +$12.8K 0.02% 290

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

Kerr Financial Planning's MDU Position: Q2 2026 in Review

Kerr Financial Planning held its MDU Resources (MDU) position steady in Q2 2026 at 768 shares worth $16.3K. The position accounts for 0.02% of the portfolio, ranked #311.

Kerr Financial Planning first reported a position in MDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.9K in Q1 2026. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Kerr Financial Planning held 768 shares of MDU Resources worth $16.3K as of Q2 2026.
  • Kerr Financial Planning left its MDU Resources share count unchanged in Q2 2026.
  • MDU Resources made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #311 holding.
  • Kerr Financial Planning first reported a position in MDU Resources in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's MDU Resources position peaked at $16.9K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.