Ballast Advisors’s MDU Resources MDU Stock Holding History

Ballast 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
2026 Q2	–	Sell	-5,841	Closed	-$121K	–	309
2026 Q1	$121K	Buy	+5,841	New	+$120K	0.04%	143

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

Ballast Advisors's MDU Position: Q2 2026 in Review

Ballast Advisors sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 5,841 shares — an estimated $121K sold.

Ballast Advisors first reported a position in MDU in Q1 2026 and held it in 1 quarter. The position peaked at $121K in Q1 2026. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Ballast Advisors reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 5,841 MDU Resources shares in Q2 2026, an estimated $121K.
Ballast Advisors first reported a position in MDU Resources in Q1 2026 and held it in 1 quarter.
Ballast Advisors's MDU Resources position peaked at $121K in Q1 2026.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.