Aventail Capital Group’s MDU Resources MDU Stock Holding History

Aventail Capital Group’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	-242,895	Closed	-$5.03M	–	185
2026 Q1	$5.03M	Buy	+242,895	New	+$4.98M	0.24%	119
2023 Q2	–	Sell	-32,540	Closed	-$377K	–	64
2023 Q1	$377K	Buy	+32,540	New	+$378K	0.03%	47
2022 Q2	–	Sell	-112,054	Closed	-$1.14M	–	51
2022 Q1	$1.14M	Buy	+112,054	New	+$1.19M	0.17%	41
2021 Q4	–	Sell	-254,273	Closed	-$2.87M	–	48
2021 Q3	$2.87M	Sell	254,273 -539,850	-68%	-$6.46M	0.84%	24
2021 Q2	$9.46M	Sell	794,123 -244,492	-24%	-$3.06M	3.63%	11
2021 Q1	$12.5M	Buy	1,038,615 +636,243	+158%	+$6.93M	5.57%	8
2020 Q4	$4.03M	Buy	+402,372	New	+$3.76M	2.1%	17

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

Aventail Capital Group's MDU Position: Q2 2026 in Review

Aventail Capital Group sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 242,895 shares — an estimated $5.03M sold.

Aventail Capital Group first reported a position in MDU in Q4 2020 and held it in 7 quarters. The position peaked at $12.5M in Q1 2021. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Aventail Capital Group reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
Aventail Capital Group sold 242,895 MDU Resources shares in Q2 2026, an estimated $5.03M.
Aventail Capital Group first reported a position in MDU Resources in Q4 2020 and held it in 7 quarters.
Aventail Capital Group's MDU Resources position peaked at $12.5M in Q1 2021.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

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