Mercer Global Advisors
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Mercer Global Advisors’s MDU Resources MDU Stock Holding History

Mercer Global 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
2026
Q2 		$659K Buy
31,048
+1,754
+6% +$38.1K ﹤0.01% 2062
2026
Q1 		$607K Buy
29,294
+7,297
+33% +$149K ﹤0.01% 1853
2025
Q4 		$429K Buy
21,997
+8,868
+68% +$175K ﹤0.01% 1972
2025
Q3 		$234K Buy
+13,129
New +$219K ﹤0.01% 2272
2024
Q4 		– Sell
-36,939
Closed -$555K – 2216
2024
Q3 		$555K Buy
36,939
+1,090
+3% +$15.5K ﹤0.01% 1290
2024
Q2 		$499K Sell
35,849
-4,421
-11% -$61.1K ﹤0.01% 1303
2024
Q1 		$562K Buy
40,270
+791
+2% +$9.15K ﹤0.01% 1212
2023
Q4 		$433K Sell
39,479
-3,411
-8% -$36K ﹤0.01% 1404
2023
Q3 		$465K Sell
42,890
-17,471
-29% -$201K ﹤0.01% 1289
2023
Q2 		$700K Sell
60,361
-102,442
-63% -$1.15M ﹤0.01% 1085
2023
Q1 		$1.89M Sell
162,803
-8,855
-5% -$103K 0.01% 696
2022
Q4 		$1.98M Buy
171,658
+124,817
+266% +$1.4M 0.01% 686
2022
Q3 		$477K Buy
46,841
+234
+0.5% +$2.58K ﹤0.01% 1158
2022
Q2 		$478K Sell
46,607
-8,639
-16% -$87.8K ﹤0.01% 1167
2022
Q1 		$560K Sell
55,246
-27,369
-33% -$290K ﹤0.01% 1174
2021
Q4 		$969K Buy
82,615
+1,120
+1% +$12.6K 0.01% 900
2021
Q3 		$919K Buy
81,495
+1,951
+2% +$23.4K 0.01% 895
2021
Q2 		$948K Buy
79,544
+4,621
+6% +$57.9K 0.01% 860
2021
Q1 		$901K Sell
74,923
-1,210
-2% -$13.2K 0.01% 825
2020
Q4 		$763K Buy
76,133
+35,833
+89% +$335K 0.01% 707
2020
Q3 		$345K Buy
40,300
+673
+2% +$5.78K 0.01% 906
2020
Q2 		$334K Buy
39,627
+7,314
+23% +$60.8K 0.01% 813
2020
Q1 		$264K Buy
32,313
+5,754
+22% +$60.6K 0.01% 852
2019
Q4 		$300K Sell
26,559
-3,577
-12% -$39.1K 0.01% 922
2019
Q3 		$323K Buy
+30,136
New +$308K 0.01% 860

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

Mercer Global Advisors's MDU Position: Q2 2026 in Review

Mercer Global Advisors increased its MDU Resources (MDU) stake by 6% in Q2 2026, buying an estimated $38.1K and bringing the position to 31,048 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Mercer Global Advisors first reported a position in MDU in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.98M in Q4 2022. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Mercer Global Advisors held 31,048 shares of MDU Resources worth $659K as of Q2 2026.
  • Mercer Global Advisors bought 1,754 MDU Resources shares in Q2 2026, an estimated $38.1K.
  • MDU Resources made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2062 holding.
  • Mercer Global Advisors first reported a position in MDU Resources in Q3 2019 and has held it in 25 quarters since.
  • Mercer Global Advisors's MDU Resources position peaked at $1.98M in Q4 2022.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.