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Bay Harbor Wealth Management’s MDU Resources MDU Stock Holding History

Bay Harbor Wealth Management’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 		$854 Buy
40
+1
+3% +$22 ﹤0.01% 923
2026
Q1 		$812 Buy
39
+21
+117% +$430 ﹤0.01% 840
2025
Q4 		$353 Sell
18
-1
-5% -$20 ﹤0.01% 974
2025
Q3 		$339 Buy
19
+7
+58% +$117 ﹤0.01% 867
2025
Q2 		$201 Buy
12
+8
+200% +$135 ﹤0.01% 915
2025
Q1 		$68 Buy
+4
New +$69 ﹤0.01% 964

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

Bay Harbor Wealth Management's MDU Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its MDU Resources (MDU) stake by 2.6% in Q2 2026, buying an estimated $22 and bringing the position to 40 shares worth $854. The position accounts for ﹤0.01% of the portfolio, ranked #923.

Bay Harbor Wealth Management 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.

  • Bay Harbor Wealth Management held 40 shares of MDU Resources worth $854 as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 MDU Resources share in Q2 2026, an estimated $22.
  • MDU Resources made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #923 holding.
  • Bay Harbor Wealth Management 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 Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.