ACA
MDU icon

Atlas Capital Advisors’s MDU Resources MDU Stock Holding History

Atlas 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
2025
Q2 		$1.57K Sell
94
-1,942
-95% -$32.7K ﹤0.01% 871
2025
Q1 		$34.4K Sell
2,036
-451
-18% -$7.79K ﹤0.01% 671
2024
Q4 		$44.8K Buy
2,487
+52
+2% +$912 0.01% 626
2024
Q3 		$37K Buy
2,435
+516
+27% +$7.35K 0.01% 614
2024
Q2 		$26.7K Buy
+1,919
New +$26.5K ﹤0.01% 661

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
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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Atlas Capital Advisors's MDU Position: Q2 2025 in Review

Atlas Capital Advisors reduced its MDU Resources (MDU) stake by 95% in Q2 2025, selling an estimated $32.7K and leaving 94 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Atlas Capital Advisors first reported a position in MDU in Q2 2024 and has held it in 5 quarters since. The position peaked at $44.8K in Q4 2024. 405 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

  • Atlas Capital Advisors held 94 shares of MDU Resources worth $1.57K as of Q2 2025.
  • Atlas Capital Advisors sold 1,942 MDU Resources shares in Q2 2025, an estimated $32.7K.
  • MDU Resources made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2025, its #871 holding.
  • Atlas Capital Advisors first reported a position in MDU Resources in Q2 2024 and has held it in 5 quarters since.
  • Atlas Capital Advisors's MDU Resources position peaked at $44.8K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.