Mather Group’s MDU Resources MDU Stock Holding History

Mather Group’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 Q3	$1.54K	Hold	83	–	–	﹤0.01%	2095
2026 Q2	$1.77K	Hold	83	–	–	﹤0.01%	1751
2026 Q1	$1.73K	Buy	+83	New	+$1.7K	﹤0.01%	1717
2025 Q4	–	Sell	-115	Closed	-$2.05K	–	1251
2025 Q3	$2.05K	Buy	+115	New	+$1.92K	﹤0.01%	1533
2025 Q2	–	Sell	-114	Closed	-$1.94K	–	1279
2025 Q1	$1.94K	Buy	+114	New	+$1.97K	﹤0.01%	1572

Other funds holding MDU

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Clark Financial Services Group Chesterfield, Missouri $214M AUM 30.71% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CCM

Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Mather Group's MDU Position: Q3 2026 in Review

Mather Group held its MDU Resources (MDU) position steady in Q3 2026 at 83 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2095.

Mather Group first reported a position in MDU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.05K in Q3 2025. 67 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

Mather Group held 83 shares of MDU Resources worth $1.54K as of Q3 2026.
Mather Group left its MDU Resources share count unchanged in Q3 2026.
MDU Resources made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #2095 holding.
Mather Group first reported a position in MDU Resources in Q1 2025 and has held it in 5 quarters since.
Mather Group's MDU Resources position peaked at $2.05K in Q3 2025.
67 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.