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Kestra Advisory Services’s MDU Resources MDU Stock Holding History

Kestra Advisory Services’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 		$378K Buy
17,834
+7,562
+74% +$164K ﹤0.01% 2560
2026
Q1 		$214K Sell
10,272
-325
-3% -$6.66K ﹤0.01% 2896
2025
Q4 		$207K Buy
10,597
+238
+2% +$4.68K ﹤0.01% 2859
2025
Q3 		$184K Buy
+10,359
New +$173K ﹤0.01% 2756
2025
Q2 		– Sell
-8,689
Closed -$147K – 2922
2025
Q1 		$147K Buy
+8,689
New +$150K ﹤0.01% 2539
2024
Q4 		– Sell
-74,940
Closed -$1.14M – 2753
2024
Q3 		$1.14M Buy
74,940
+58,760
+363% +$837K 0.01% 1254
2024
Q2 		$225K Buy
16,180
+54
+0.3% +$746 ﹤0.01% 2319
2024
Q1 		$225K Buy
+16,126
New +$187K ﹤0.01% 2197
2023
Q4 		– Sell
-21,270
Closed -$231K – 2310
2023
Q3 		$231K Buy
21,270
+65
+0.3% +$748 ﹤0.01% 1841
2023
Q2 		$246K Sell
21,205
-9,962
-32% -$112K ﹤0.01% 1773
2023
Q1 		$361K Sell
31,167
-7,114
-19% -$82.7K ﹤0.01% 1460
2022
Q4 		$442K Buy
38,281
+4,245
+12% +$47.7K ﹤0.01% 1482
2022
Q3 		$354K Buy
34,036
+11,992
+54% +$132K ﹤0.01% 1510
2022
Q2 		$226K Sell
22,044
-3,387
-13% -$34.4K ﹤0.01% 1828
2022
Q1 		$258K Sell
25,431
-802
-3% -$8.49K ﹤0.01% 1681
2021
Q4 		$308K Sell
26,233
-3,332
-11% -$37.6K ﹤0.01% 1585
2021
Q3 		$334K Buy
29,565
+10,143
+52% +$121K ﹤0.01% 1598
2021
Q2 		$231K Sell
19,422
-65
-0.3% -$815 ﹤0.01% 1758
2021
Q1 		$234K Sell
19,487
-1,460
-7% -$15.9K ﹤0.01% 1619
2020
Q4 		$206K Buy
+20,947
New +$196K ﹤0.01% 1704

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

Kestra Advisory Services's MDU Position: Q2 2026 in Review

Kestra Advisory Services increased its MDU Resources (MDU) stake by 74% in Q2 2026, buying an estimated $164K and bringing the position to 17,834 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2560.

Kestra Advisory Services first reported a position in MDU in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.14M in Q3 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Kestra Advisory Services held 17,834 shares of MDU Resources worth $378K as of Q2 2026.
  • Kestra Advisory Services bought 7,562 MDU Resources shares in Q2 2026, an estimated $164K.
  • MDU Resources made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2560 holding.
  • Kestra Advisory Services first reported a position in MDU Resources in Q4 2020 and has held it in 20 quarters since.
  • Kestra Advisory Services's MDU Resources position peaked at $1.14M in Q3 2024.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.