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Bare Financial Services’s MDU Resources MDU Stock Holding History

Bare Financial Services’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 		$17.6K Buy
832
+387
+87% +$8.42K ﹤0.01% 332
2026
Q1 		$9.22K Buy
445
+66
+17% +$1.35K ﹤0.01% 388
2025
Q4 		$7.4K Hold
379
– – ﹤0.01% 366
2025
Q3 		$6.75K Sell
379
-16
-4% -$267 ﹤0.01% 409
2025
Q2 		$6.58K Buy
395
+274
+226% +$4.61K ﹤0.01% 333
2025
Q1 		$2.05K Buy
+121
New +$2.09K ﹤0.01% 261

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

Bare Financial Services's MDU Position: Q2 2026 in Review

Bare Financial Services increased its MDU Resources (MDU) stake by 87% in Q2 2026, buying an estimated $8.42K and bringing the position to 832 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Bare Financial Services first reported a position in MDU in Q1 2025 and has held it in 6 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Bare Financial Services held 832 shares of MDU Resources worth $17.6K as of Q2 2026.
  • Bare Financial Services bought 387 MDU Resources shares in Q2 2026, an estimated $8.42K.
  • MDU Resources made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #332 holding.
  • Bare Financial Services first reported a position in MDU Resources in Q1 2025 and has held it in 6 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.