Aquatic Capital Management’s MDU Resources MDU Stock Holding History

Aquatic Capital 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
2026 Q2	–	Sell	-66,221	Closed	-$1.37M	–	1537
2026 Q1	$1.37M	Sell	66,221 -54,543	-45%	-$1.12M	0.04%	478
2025 Q4	$2.36M	Buy	120,764 +40,427	+50%	+$796K	0.07%	342
2025 Q3	$1.43M	Sell	80,337 -48,612	-38%	-$812K	0.03%	571
2025 Q2	$2.15M	Buy	128,949 +77,521	+151%	+$1.3M	0.04%	456
2025 Q1	$870K	Buy	+51,428	New	+$888K	0.02%	634
2023 Q2	–	Sell	-20,776	Closed	-$241K	–	1595
2023 Q1	$241K	Sell	20,776 -43,393	-68%	-$504K	0.01%	546
2022 Q4	$740K	Buy	+64,169	New	+$721K	0.05%	401
2022 Q2	–	Sell	-6,575	Closed	-$67K	–	1428
2022 Q1	$67K	Buy	+6,575	New	+$69.6K	0.1%	230

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aquatic Capital Management's MDU Position: Q2 2026 in Review

Aquatic Capital Management sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 66,221 shares — an estimated $1.37M sold.

Aquatic Capital Management first reported a position in MDU in Q1 2022 and held it in 8 quarters. The position peaked at $2.36M in Q4 2025. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Aquatic Capital Management reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
Aquatic Capital Management sold 66,221 MDU Resources shares in Q2 2026, an estimated $1.37M.
Aquatic Capital Management first reported a position in MDU Resources in Q1 2022 and held it in 8 quarters.
Aquatic Capital Management's MDU Resources position peaked at $2.36M in Q4 2025.
437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.