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 Q2	–	Sell	-25,762	Closed	-$534K	–	1988
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 $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Pointe Advisors's MDU Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 25,762 shares — an estimated $534K sold.

Beacon Pointe Advisors first reported a position in MDU in Q1 2022 and held it in 7 quarters. The position peaked at $5.18M in Q2 2024. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Beacon Pointe Advisors reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
Beacon Pointe Advisors sold 25,762 MDU Resources shares in Q2 2026, an estimated $534K.
Beacon Pointe Advisors first reported a position in MDU Resources in Q1 2022 and held it in 7 quarters.
Beacon Pointe Advisors's MDU Resources position peaked at $5.18M in Q2 2024.
437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.