Merit Financial Group
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Merit Financial Group’s MDU Resources MDU Stock Holding History

Merit Financial 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 		$409K Sell
22,060
-409
-2% -$8.2K ﹤0.01% 1699
2026
Q2 		$477K Buy
+22,469
New +$489K ﹤0.01% 1526

Other funds holding MDU

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Merit Financial Group's MDU Position: Q3 2026 in Review

Merit Financial Group reduced its MDU Resources (MDU) stake by 1.8% in Q3 2026, selling an estimated $8.2K and leaving 22,060 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Merit Financial Group first reported a position in MDU in Q2 2026 and has held it in 2 quarters since. The position peaked at $477K in Q2 2026. 335 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Merit Financial Group held 22,060 shares of MDU Resources worth $409K as of Q3 2026.
  • Merit Financial Group sold 409 MDU Resources shares in Q3 2026, an estimated $8.2K.
  • MDU Resources made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1699 holding.
  • Merit Financial Group first reported a position in MDU Resources in Q2 2026 and has held it in 2 quarters since.
  • Merit Financial Group's MDU Resources position peaked at $477K in Q2 2026.
  • 335 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.