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Annis Gardner Whiting Capital Advisors’s MDU Resources MDU Stock Holding History

Annis Gardner Whiting Capital 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 		– Sell
-748
Closed -$15.6K – 886
2026
Q1 		$15.6K Hold
748
– – ﹤0.01% 790
2025
Q4 		$14.7K Buy
748
+14
+2% +$276 ﹤0.01% 707
2025
Q3 		$13.2K Sell
734
-38
-5% -$634 ﹤0.01% 660
2025
Q2 		$13K Buy
772
+38
+5% +$639 ﹤0.01% 651
2025
Q1 		$12.5K Buy
734
+278
+61% +$4.8K 0.01% 520
2024
Q4 		$8.28K Sell
456
-367
-45% -$6.44K ﹤0.01% 557
2024
Q3 		$12.6K Buy
+823
New +$11.7K ﹤0.01% 526

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

Annis Gardner Whiting Capital Advisors's MDU Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 748 shares — an estimated $15.6K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MDU in Q3 2024 and held it in 7 quarters. The position peaked at $15.6K in Q1 2026. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 748 MDU Resources shares in Q2 2026, an estimated $15.6K.
  • Annis Gardner Whiting Capital Advisors first reported a position in MDU Resources in Q3 2024 and held it in 7 quarters.
  • Annis Gardner Whiting Capital Advisors's MDU Resources position peaked at $15.6K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.