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Bayforest Capital’s MDU Resources MDU Stock Holding History

Bayforest Capital’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 		$140K Buy
+6,606
New +$144K 0.13% 297
2025
Q4 		– Sell
-17,838
Closed -$318K – 890
2025
Q3 		$318K Sell
17,838
-28,986
-62% -$484K 0.15% 272
2025
Q2 		$781K Buy
46,824
+42,334
+943% +$712K 0.34% 75
2025
Q1 		$75.9K Sell
4,490
-126
-3% -$2.17K 0.03% 513
2024
Q4 		$83.2K Buy
+4,616
New +$81K 0.1% 358

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

Bayforest Capital's MDU Position: Q2 2026 in Review

Bayforest Capital opened a new position in MDU Resources (MDU) in Q2 2026: 6,606 shares worth $140K. The stake represents 0.13% of the portfolio and ranks #297 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in MDU as recently as Q3 2025.

Bayforest Capital first reported a position in MDU in Q4 2024 and has held it in 5 quarters since. The position peaked at $781K in Q2 2025. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Bayforest Capital held 6,606 shares of MDU Resources worth $140K as of Q2 2026.
  • MDU Resources was a new Bayforest Capital position in Q2 2026.
  • MDU Resources made up 0.13% of Bayforest Capital's portfolio in Q2 2026, its #297 holding.
  • Bayforest Capital first reported a position in MDU Resources in Q4 2024 and has held it in 5 quarters since.
  • Bayforest Capital's MDU Resources position peaked at $781K in Q2 2025.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.