Root Financial Partners
MDU icon

Root Financial Partners’s MDU Resources MDU Stock Holding History

Root Financial 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 		$13.1K Buy
+707
New +$14.2K ﹤0.01% 1775
2026
Q2 		– Sell
-783
Closed -$16.2K – 2042
2026
Q1 		$16.2K Buy
783
+174
+29% +$3.56K ﹤0.01% 1438
2025
Q4 		$11.9K Sell
609
-337
-36% -$6.63K ﹤0.01% 1425
2025
Q3 		$16.8K Buy
+946
New +$15.8K ﹤0.01% 1201

Other funds holding MDU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
John G. Ullman & Associates
John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Root Financial Partners's MDU Position: Q3 2026 in Review

Root Financial Partners opened a new position in MDU Resources (MDU) in Q3 2026: 707 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #1775 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MDU as recently as Q1 2026.

Root Financial Partners first reported a position in MDU in Q3 2025 and has held it in 4 quarters since. The position peaked at $16.8K in Q3 2025. 175 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Root Financial Partners held 707 shares of MDU Resources worth $13.1K as of Q3 2026.
  • MDU Resources was a new Root Financial Partners position in Q3 2026.
  • MDU Resources made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1775 holding.
  • Root Financial Partners first reported a position in MDU Resources in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's MDU Resources position peaked at $16.8K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.