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Calton & Associates’s MDU Resources MDU Stock Holding History

Calton & Associates’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 		$239K Buy
+11,259
New +$245K 0.04% 368
2026
Q1 		– Sell
-11,259
Closed -$220K – 466
2025
Q4 		$220K Sell
11,259
-741
-6% -$14.6K 0.03% 403
2025
Q3 		$214K Buy
+12,000
New +$200K 0.03% 390
2018
Q1 		– Sell
-394
Closed -$3K – 902
2017
Q4 		$3K Buy
+394
New +$4.04K ﹤0.01% 1340

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

Calton & Associates's MDU Position: Q2 2026 in Review

Calton & Associates opened a new position in MDU Resources (MDU) in Q2 2026: 11,259 shares worth $239K. The stake represents 0.04% of the portfolio and ranks #368 among its holdings. This is a return to the name: Calton & Associates previously reported a position in MDU as recently as Q4 2025.

Calton & Associates first reported a position in MDU in Q4 2017 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Calton & Associates held 11,259 shares of MDU Resources worth $239K as of Q2 2026.
  • MDU Resources was a new Calton & Associates position in Q2 2026.
  • MDU Resources made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #368 holding.
  • Calton & Associates first reported a position in MDU Resources in Q4 2017 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.