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 Q3	$3.25M	Buy	175,415 +23,605	+16%	+$473K	0.9%	32
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

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

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

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Riverwater Partners's MDU Position: Q3 2026 in Review

Riverwater Partners increased its MDU Resources (MDU) stake by 16% in Q3 2026, buying an estimated $473K and bringing the position to 175,415 shares worth $3.25M. The position accounts for 0.9% of the portfolio, ranked #32.

Riverwater Partners first reported a position in MDU in Q3 2024 and has held it in 9 quarters since. 144 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

Riverwater Partners held 175,415 shares of MDU Resources worth $3.25M as of Q3 2026.
Riverwater Partners bought 23,605 MDU Resources shares in Q3 2026, an estimated $473K.
MDU Resources made up 0.9% of Riverwater Partners's portfolio in Q3 2026, its #32 holding.
Riverwater Partners first reported a position in MDU Resources in Q3 2024 and has held it in 9 quarters since.
144 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.