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Silvercrest Asset Management’s MDU Resources MDU Stock Holding History

Silvercrest Asset Management’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
2025
Q3 		– Sell
-11,334
Closed -$189K – 858
2025
Q2 		$189K Sell
11,334
-600
-5% -$10.1K ﹤0.01% 824
2025
Q1 		$202K Sell
11,934
-976,280
-99% -$16.9M ﹤0.01% 817
2024
Q4 		$17.8M Sell
988,214
-709,574
-42% -$12.4M 0.12% 200
2024
Q3 		$25.8M Buy
1,697,788
+298,732
+21% +$4.25M 0.18% 167
2024
Q2 		$19.5M Buy
+1,399,056
New +$19.3M 0.13% 182

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Silvercrest Asset Management's MDU Position: Q3 2025 in Review

Silvercrest Asset Management sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 11,334 shares — an estimated $189K sold.

Silvercrest Asset Management first reported a position in MDU in Q2 2024 and held it in 5 quarters. The position peaked at $25.8M in Q3 2024. 405 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

  • Silvercrest Asset Management reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
  • Silvercrest Asset Management sold 11,334 MDU Resources shares in Q3 2025, an estimated $189K.
  • Silvercrest Asset Management first reported a position in MDU Resources in Q2 2024 and held it in 5 quarters.
  • Silvercrest Asset Management's MDU Resources position peaked at $25.8M in Q3 2024.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Silvercrest Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.