Burrus Financial Services’s MDU Resources MDU Stock Holding History

Burrus Financial Services’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	–	Sell	-4,207	Closed	-$203K	–	13
2025 Q4	$203K	Buy	+4,207	New	+$82.8K	0.12%	12

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

Burrus Financial Services's MDU Position: Q1 2026 in Review

Burrus Financial Services sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 4,207 shares — an estimated $203K sold.

Burrus Financial Services first reported a position in MDU in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 421 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

Burrus Financial Services reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
Burrus Financial Services sold 4,207 MDU Resources shares in Q1 2026, an estimated $203K.
Burrus Financial Services first reported a position in MDU Resources in Q4 2025 and held it in 1 quarter.
Burrus Financial Services's MDU Resources position peaked at $203K in Q4 2025.
421 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Burrus Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.