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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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HVP
Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Root Financial Partners's MDU Position: Q2 2026 in Review

Root Financial Partners sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 783 shares — an estimated $16.2K sold.

Root Financial Partners first reported a position in MDU in Q3 2025 and held it in 3 quarters. The position peaked at $16.8K in Q3 2025. 129 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Root Financial Partners reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 783 MDU Resources shares in Q2 2026, an estimated $16.2K.
  • Root Financial Partners first reported a position in MDU Resources in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's MDU Resources position peaked at $16.8K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.