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Riverwater Partners’s MDU Resources MDU Stock Holding History

Riverwater Partners’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 		$3.22M Buy
151,810
+4,699
+3% +$102K 0.96% 32
2026
Q1 		$3.05M Buy
147,111
+47,823
+48% +$980K 1.02% 23
2025
Q4 		$1.94M Buy
99,288
+17,459
+21% +$344K 0.75% 38
2025
Q3 		$1.46M Buy
81,829
+3,102
+4% +$51.8K 0.6% 50
2025
Q2 		$1.31M Sell
78,727
-223
-0.3% -$3.75K 0.62% 53
2025
Q1 		$1.34M Buy
78,950
+28,236
+56% +$487K 0.69% 51
2024
Q4 		$914K Sell
50,714
-38,747
-43% -$680K 0.44% 65
2024
Q3 		$1.35M Buy
+89,461
New +$1.27M 0.67% 44

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

Riverwater Partners's MDU Position: Q2 2026 in Review

Riverwater Partners increased its MDU Resources (MDU) stake by 3.2% in Q2 2026, buying an estimated $102K and bringing the position to 151,810 shares worth $3.22M. The position accounts for 0.96% of the portfolio, ranked #32.

Riverwater Partners first reported a position in MDU in Q3 2024 and has held it in 8 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Riverwater Partners held 151,810 shares of MDU Resources worth $3.22M as of Q2 2026.
  • Riverwater Partners bought 4,699 MDU Resources shares in Q2 2026, an estimated $102K.
  • MDU Resources made up 0.96% of Riverwater Partners's portfolio in Q2 2026, its #32 holding.
  • Riverwater Partners first reported a position in MDU Resources in Q3 2024 and has held it in 8 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.