Charles Schwab’s MDU Resources MDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$47.4M Sell
2,236,356
-28,206
-1% -$613K 0.01% 1294
2026
Q1
$46.9M Buy
2,264,562
+57,039
+3% +$1.17M 0.01% 1204
2025
Q4
$43.1M Buy
2,207,523
+220,158
+11% +$4.33M 0.01% 1251
2025
Q3
$35.4M Sell
1,987,365
-471,198
-19% -$7.87M 0.01% 1375
2025
Q2
$41M Buy
2,458,563
+129,025
+6% +$2.17M 0.01% 1227
2025
Q1
$39.4M Buy
2,329,538
+150,181
+7% +$2.59M 0.01% 1230
2024
Q4
$39.3M Sell
2,179,357
-1,579,498
-42% -$27.7M 0.01% 1302
2024
Q3
$57.1M Buy
3,758,855
+184,029
+5% +$2.62M 0.01% 1033
2024
Q2
$49.7M Buy
3,574,826
+7,592
+0.2% +$105K 0.01% 1079
2024
Q1
$49.8M Buy
3,567,234
+103,540
+3% +$1.2M 0.01% 1047
2023
Q4
$38M Buy
3,463,694
+99,580
+3% +$1.05M 0.01% 1184
2023
Q3
$36.5M Sell
3,364,114
-43,553
-1% -$501K 0.01% 1110
2023
Q2
$39.5M Sell
3,407,667
-1,557,580
-31% -$17.5M 0.01% 1021
2023
Q1
$57.5M Sell
4,965,247
-12,576
-0.3% -$146K 0.02% 745
2022
Q4
$57.4M Buy
4,977,823
+147,942
+3% +$1.66M 0.02% 716
2022
Q3
$50.2M Buy
4,829,881
+138,137
+3% +$1.53M 0.02% 752
2022
Q2
$48.2M Sell
4,691,744
-10,285
-0.2% -$105K 0.02% 771
2022
Q1
$47.6M Buy
4,702,029
+181,209
+4% +$1.92M 0.01% 899
2021
Q4
$53M Buy
4,520,820
+135,158
+3% +$1.52M 0.02% 850
2021
Q3
$49.5M Buy
4,385,662
+119,313
+3% +$1.43M 0.02% 872
2021
Q2
$50.8M Buy
4,266,349
+121,103
+3% +$1.52M 0.02% 856
2021
Q1
$49.8M Buy
4,145,246
+107,694
+3% +$1.17M 0.02% 832
2020
Q4
$40.4M Buy
4,037,552
+46,704
+1% +$436K 0.02% 913
2020
Q3
$34.1M Sell
3,990,848
-35,848
-0.9% -$308K 0.02% 874
2020
Q2
$34M Buy
4,026,696
+435,825
+12% +$3.62M 0.02% 819
2020
Q1
$29.4M Buy
3,590,871
+159,368
+5% +$1.68M 0.02% 755
2019
Q4
$38.8M Buy
3,431,503
+84,861
+3% +$926K 0.02% 782
2019
Q3
$35.9M Buy
3,346,642
+149,060
+5% +$1.52M 0.02% 778
2019
Q2
$31.4M Buy
3,197,582
+35,884
+1% +$349K 0.02% 840
2019
Q1
$31.1M Sell
3,161,698
-124,714
-4% -$1.21M 0.02% 846
2018
Q4
$29.8M Buy
3,286,412
+96,764
+3% +$944K 0.02% 725
2018
Q3
$31.2M Buy
3,189,648
+198,835
+7% +$2.13M 0.02% 829
2018
Q2
$32.6M Buy
2,990,813
+147,634
+5% +$1.57M 0.02% 725
2018
Q1
$30.4M Buy
2,843,179
+165,790
+6% +$1.68M 0.02% 735
2017
Q4
$27.4M Buy
2,677,389
+141,514
+6% +$1.45M 0.02% 757
2017
Q3
$25M Buy
2,535,875
+131,795
+5% +$1.32M 0.02% 756
2017
Q2
$24M Buy
2,404,080
+41,302
+2% +$422K 0.02% 731
2017
Q1
$24.6M Buy
2,362,778
+158,314
+7% +$1.65M 0.02% 698
2016
Q4
$24.1M Buy
2,204,464
+100,159
+5% +$1.04M 0.03% 634
2016
Q3
$20.4M Buy
2,104,305
+153,551
+8% +$1.4M 0.02% 673
2016
Q2
$17.8M Buy
1,950,754
+79,901
+4% +$651K 0.02% 707
2016
Q1
$13.8M Buy
1,870,853
+95,186
+5% +$642K 0.02% 834
2015
Q4
$12.4M Buy
1,775,667
+85,753
+5% +$594K 0.02% 886
2015
Q3
$11.1M Buy
1,689,914
+503,675
+42% +$3.43M 0.02% 930
2015
Q2
$8.81M Buy
1,186,239
+91,455
+8% +$735K 0.01% 1143
2015
Q1
$8.88M Buy
1,094,784
+125,569
+13% +$1.07M 0.01% 1081
2014
Q4
$8.66M Buy
969,215
+80,261
+9% +$775K 0.01% 995
2014
Q3
$9.4M Buy
888,954
+36,077
+4% +$429K 0.02% 877
2014
Q2
$11.4M Buy
852,877
+46,112
+6% +$602K 0.02% 728
2014
Q1
$10.5M Buy
806,765
+63,936
+9% +$794K 0.02% 769
2013
Q4
$8.63M Buy
742,829
+44,182
+6% +$498K 0.02% 825
2013
Q3
$7.54M Buy
698,647
+57,239
+9% +$603K 0.02% 819
2013
Q2
$6.42M Buy
+641,408
New +$6.17M 0.01% 839

Other funds holding MDU

Charles Schwab's MDU Position: Q2 2026 in Review

Charles Schwab reduced its MDU Resources (MDU) stake by 1.2% in Q2 2026, selling an estimated $613K and leaving 2,236,356 shares worth $47.4M. The position accounts for 0.01% of the portfolio, ranked #1294.

Charles Schwab first reported a position in MDU in Q2 2013 and has held it in 53 quarters since. The position peaked at $57.5M in Q1 2023. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Charles Schwab held 2,236,356 shares of MDU Resources worth $47.4M as of Q2 2026.
  • Charles Schwab sold 28,206 MDU Resources shares in Q2 2026, an estimated $613K.
  • MDU Resources made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1294 holding.
  • Charles Schwab first reported a position in MDU Resources in Q2 2013 and has held it in 53 quarters since.
  • Charles Schwab's MDU Resources position peaked at $57.5M in Q1 2023.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.