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Transamerica Financial Advisors’s MDU Resources MDU Stock Holding History

Transamerica 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 		$2.18K Buy
102
+20
+24% +$435 ﹤0.01% 1289
2026
Q1 		$1.71K Buy
82
+20
+32% +$410 ﹤0.01% 1239
2025
Q4 		$1.22K Buy
62
+4
+7% +$79 ﹤0.01% 1215
2025
Q3 		$1.04K Buy
+58
New +$968 ﹤0.01% 1164

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 $3.38T AUM 44.17% 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

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

Transamerica Financial Advisors increased its MDU Resources (MDU) stake by 24% in Q2 2026, buying an estimated $435 and bringing the position to 102 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Transamerica Financial Advisors first reported a position in MDU in Q3 2025 and has held it in 4 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Transamerica Financial Advisors held 102 shares of MDU Resources worth $2.18K as of Q2 2026.
  • Transamerica Financial Advisors bought 20 MDU Resources shares in Q2 2026, an estimated $435.
  • MDU Resources made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1289 holding.
  • Transamerica Financial Advisors first reported a position in MDU Resources in Q3 2025 and has held it in 4 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

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