Barrow, Hanley, Mewhinney & Strauss
MDU icon

Barrow, Hanley, Mewhinney & Strauss’s MDU Resources MDU Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		$277M Sell
13,056,724
-703,443
-5% -$15.3M 0.84% 47
2026
Q1 		$285M Buy
13,760,167
+865,222
+7% +$17.7M 0.93% 39
2025
Q4 		$252M Buy
12,894,945
+3,766,737
+41% +$74.1M 0.84% 50
2025
Q3 		$163M Buy
9,128,208
+348,762
+4% +$5.82M 0.52% 61
2025
Q2 		$146M Buy
8,779,446
+240,373
+3% +$4.04M 0.49% 64
2025
Q1 		$144M Buy
8,539,073
+2,848,358
+50% +$49.2M 0.52% 60
2024
Q4 		$103M Sell
5,690,715
-4,829,913
-46% -$84.7M 0.35% 77
2024
Q3 		$160M Sell
10,520,628
-396,633
-4% -$5.65M 0.52% 61
2024
Q2 		$152M Buy
10,917,261
+3,170,537
+41% +$43.8M 0.52% 59
2024
Q1 		$108M Buy
7,746,724
+1,360,071
+21% +$15.7M 0.36% 69
2023
Q4 		$70.1M Buy
6,386,653
+241,114
+4% +$2.54M 0.25% 83
2023
Q3 		$66.7M Sell
6,145,539
-67,246
-1% -$774K 0.25% 74
2023
Q2 		$72.1M Sell
6,212,785
-2,482,654
-29% -$27.9M 0.27% 76
2023
Q1 		$101M Buy
8,695,439
+241,979
+3% +$2.81M 0.39% 62
2022
Q4 		$97.5M Sell
8,453,460
-805,752
-9% -$9.05M 0.37% 62
2022
Q3 		$96.3M Sell
9,259,212
-109,098
-1% -$1.2M 0.39% 61
2022
Q2 		$96.1M Buy
9,368,310
+5,426,783
+138% +$55.2M 0.36% 63
2022
Q1 		$39.9M Buy
3,941,527
+1,267,060
+47% +$13.4M 0.13% 110
2021
Q4 		$31.4M Buy
+2,674,467
New +$30.2M 0.1% 127

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss's MDU Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss reduced its MDU Resources (MDU) stake by 5.1% in Q2 2026, selling an estimated $15.3M and leaving 13,056,724 shares worth $277M. The position accounts for 0.84% of the portfolio, ranked #47.

Barrow, Hanley, Mewhinney & Strauss first reported a position in MDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $285M in Q1 2026. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 13,056,724 shares of MDU Resources worth $277M as of Q2 2026.
  • Barrow, Hanley, Mewhinney & Strauss sold 703,443 MDU Resources shares in Q2 2026, an estimated $15.3M.
  • MDU Resources made up 0.84% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #47 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in MDU Resources in Q4 2021 and has held it in 19 quarters since.
  • Barrow, Hanley, Mewhinney & Strauss's MDU Resources position peaked at $285M in Q1 2026.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.