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Cladis Investment Advisory’s MDU Resources MDU Stock Holding History

Cladis Investment Advisory’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 		$779K Sell
36,730
-23,485
-39% -$511K 0.36% 80
2026
Q1 		$1.25M Sell
60,215
-8,709
-13% -$178K 0.69% 46
2025
Q4 		$1.35M Sell
68,924
-1,742
-2% -$34.3K 0.74% 44
2025
Q3 		$1.26M Sell
70,666
-1,999
-3% -$33.4K 0.72% 44
2025
Q2 		$1.21M Sell
72,665
-699
-1% -$11.8K 0.76% 41
2025
Q1 		$1.24M Sell
73,364
-1,561
-2% -$26.9K 0.9% 35
2024
Q4 		$1.35M Sell
74,925
-60,313
-45% -$1.06M 0.96% 33
2024
Q3 		$2.05M Sell
135,238
-4,150
-3% -$59.1K 1.42% 17
2024
Q2 		$1.94M Sell
139,388
-3,308
-2% -$45.7K 1.41% 14
2024
Q1 		$1.99M Sell
142,696
-8,240
-5% -$95.3K 1.46% 13
2023
Q4 		$1.66M Buy
150,936
+1,940
+1% +$20.5K 1.3% 16
2023
Q3 		$1.62M Sell
148,996
-2,884
-2% -$33.2K 1.42% 17
2023
Q2 		$1.76M Sell
151,880
-62,314
-29% -$701K 1.53% 15
2023
Q1 		$2.48M Sell
214,194
-917
-0.4% -$10.7K 2.23% 4
2022
Q4 		$2.48M Buy
215,111
+660
+0.3% +$7.42K 2.47% 4
2022
Q3 		$2.23M Buy
214,451
+528
+0.2% +$5.83K 2.41% 4
2022
Q2 		$2.2M Sell
213,923
-6,782
-3% -$68.9K 2.19% 7
2022
Q1 		$2.22M Buy
220,705
+81
+0% +$858 1.8% 9
2021
Q4 		$2.59M Buy
+220,624
New +$2.49M 2.07% 6

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

Cladis Investment Advisory's MDU Position: Q2 2026 in Review

Cladis Investment Advisory reduced its MDU Resources (MDU) stake by 39% in Q2 2026, selling an estimated $511K and leaving 36,730 shares worth $779K. The position accounts for 0.36% of the portfolio, ranked #80.

Cladis Investment Advisory first reported a position in MDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.59M in Q4 2021. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Cladis Investment Advisory held 36,730 shares of MDU Resources worth $779K as of Q2 2026.
  • Cladis Investment Advisory sold 23,485 MDU Resources shares in Q2 2026, an estimated $511K.
  • MDU Resources made up 0.36% of Cladis Investment Advisory's portfolio in Q2 2026, its #80 holding.
  • Cladis Investment Advisory first reported a position in MDU Resources in Q4 2021 and has held it in 19 quarters since.
  • Cladis Investment Advisory's MDU Resources position peaked at $2.59M in Q4 2021.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Cladis Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.