Beacon Pointe Advisors’s MDU Resources MDU Stock Holding History

Beacon Pointe 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 Q1	$534K	Buy	+25,762	New	+$528K	﹤0.01%	1263
2025 Q2	–	Sell	-43,659	Closed	-$738K	–	1274
2025 Q1	$738K	Sell	43,659 -189,977	-81%	-$3.28M	0.01%	724
2024 Q4	$4.21M	Sell	233,636 -83,165	-26%	-$1.46M	0.05%	314
2024 Q3	$4.81M	Sell	316,801 -55,412	-15%	-$789K	0.06%	298
2024 Q2	$5.18M	Buy	372,213 +257,632	+225%	+$3.56M	0.06%	269
2024 Q1	$1.6M	Buy	+114,581	New	+$1.33M	0.02%	545
2022 Q2	–	Sell	-20,618	Closed	-$209K	–	1161
2022 Q1	$209K	Buy	+20,618	New	+$218K	﹤0.01%	1113

Other funds holding MDU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return