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Atria Investments’s MDU Resources MDU Stock Holding History

Atria Investments’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 		$1.45M Buy
68,406
+21,162
+45% +$460K 0.01% 915
2026
Q1 		$979K Sell
47,244
-19,876
-30% -$407K 0.01% 1067
2025
Q4 		$1.31M Buy
+67,120
New +$1.32M 0.01% 925

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

Atria Investments's MDU Position: Q2 2026 in Review

Atria Investments increased its MDU Resources (MDU) stake by 45% in Q2 2026, buying an estimated $460K and bringing the position to 68,406 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #915.

Atria Investments first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Atria Investments held 68,406 shares of MDU Resources worth $1.45M as of Q2 2026.
  • Atria Investments bought 21,162 MDU Resources shares in Q2 2026, an estimated $460K.
  • MDU Resources made up 0.01% of Atria Investments's portfolio in Q2 2026, its #915 holding.
  • Atria Investments first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.