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Sequoia Financial Advisors’s MDU Resources MDU Stock Holding History

Sequoia Financial Advisors’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 		$576K Buy
27,156
+28
+0.1% +$609 ﹤0.01% 1258
2026
Q1 		$562K Buy
27,128
+2,945
+12% +$60.3K ﹤0.01% 1206
2025
Q4 		$472K Buy
24,183
+8,200
+51% +$161K ﹤0.01% 1311
2025
Q3 		$285K Buy
+15,983
New +$267K ﹤0.01% 1418
2014
Q3 		– Sell
-20,176
Closed -$269K – 173
2014
Q2 		$269K Buy
20,176
+920
+5% +$12K 0.2% 115
2014
Q1 		$251K Buy
+19,256
New +$239K 0.21% 122

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

Sequoia Financial Advisors's MDU Position: Q2 2026 in Review

Sequoia Financial Advisors increased its MDU Resources (MDU) stake by 0.1% in Q2 2026, buying an estimated $609 and bringing the position to 27,156 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Sequoia Financial Advisors first reported a position in MDU in Q1 2014 and has held it in 6 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Sequoia Financial Advisors held 27,156 shares of MDU Resources worth $576K as of Q2 2026.
  • Sequoia Financial Advisors bought 28 MDU Resources shares in Q2 2026, an estimated $609.
  • MDU Resources made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1258 holding.
  • Sequoia Financial Advisors first reported a position in MDU Resources in Q1 2014 and has held it in 6 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.