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Arax Advisory Partners’s MDU Resources MDU Stock Holding History

Arax Advisory Partners’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 		$113K Buy
5,350
+3,603
+206% +$78.4K ﹤0.01% 2632
2026
Q1 		$36.2K Buy
1,747
+22
+1% +$451 ﹤0.01% 1820
2025
Q4 		$33.7K Sell
1,725
-1,869
-52% -$36.8K ﹤0.01% 1830
2025
Q3 		$64K Buy
3,594
+3,187
+783% +$53.2K ﹤0.01% 1720
2025
Q2 		$6.79K Buy
407
+340
+507% +$5.72K ﹤0.01% 2129
2025
Q1 		$1.13K Sell
67
-1,514
-96% -$26.1K ﹤0.01% 2269
2024
Q4 		$28.5K Sell
1,581
-1,251
-44% -$21.9K ﹤0.01% 1077
2024
Q3 		$43K Buy
2,832
+99
+4% +$1.41K ﹤0.01% 777
2024
Q2 		$38K Buy
+2,733
New +$37.7K ﹤0.01% 749

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

Arax Advisory Partners's MDU Position: Q2 2026 in Review

Arax Advisory Partners increased its MDU Resources (MDU) stake by 206% in Q2 2026, buying an estimated $78.4K and bringing the position to 5,350 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Arax Advisory Partners first reported a position in MDU in Q2 2024 and has held it in 9 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Arax Advisory Partners held 5,350 shares of MDU Resources worth $113K as of Q2 2026.
  • Arax Advisory Partners bought 3,603 MDU Resources shares in Q2 2026, an estimated $78.4K.
  • MDU Resources made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2632 holding.
  • Arax Advisory Partners first reported a position in MDU Resources in Q2 2024 and has held it in 9 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.