Raymond James Financial
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Raymond James Financial’s MDU Resources MDU Stock Holding History

Raymond James Financial’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 		$9.42M Sell
443,895
-28,698
-6% -$624K ﹤0.01% 2215
2026
Q1 		$9.79M Sell
472,593
-13,153
-3% -$269K ﹤0.01% 2040
2025
Q4 		$9.48M Buy
485,746
+91,092
+23% +$1.79M ﹤0.01% 2007
2025
Q3 		$7.03M Buy
394,654
+320,979
+436% +$5.36M ﹤0.01% 2207
2025
Q2 		$1.23M Buy
73,675
+14,483
+24% +$244K ﹤0.01% 3439
2025
Q1 		$1M Buy
59,192
+11,409
+24% +$197K ﹤0.01% 3491
2024
Q4 		$861K Buy
+47,783
New +$838K ﹤0.01% 3553

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 $3.38T AUM 44.17% 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

Raymond James Financial's MDU Position: Q2 2026 in Review

Raymond James Financial reduced its MDU Resources (MDU) stake by 6.1% in Q2 2026, selling an estimated $624K and leaving 443,895 shares worth $9.42M. The position accounts for ﹤0.01% of the portfolio, ranked #2215.

Raymond James Financial first reported a position in MDU in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.79M in Q1 2026. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Raymond James Financial held 443,895 shares of MDU Resources worth $9.42M as of Q2 2026.
  • Raymond James Financial sold 28,698 MDU Resources shares in Q2 2026, an estimated $624K.
  • MDU Resources made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2215 holding.
  • Raymond James Financial first reported a position in MDU Resources in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's MDU Resources position peaked at $9.79M in Q1 2026.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.