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Clearstead Advisors’s MDU Resources MDU Stock Holding History

Clearstead 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 		$2.23K Buy
+105
New +$2.28K ﹤0.01% 2444
2026
Q1 		– Sell
-576
Closed -$11.2K – 2611
2025
Q4 		$11.2K Buy
+576
New +$11.3K ﹤0.01% 1858
2025
Q3 		– Sell
-723
Closed -$12.1K – 3180
2025
Q2 		$12.1K Buy
723
+715
+8,938% +$12K ﹤0.01% 1825
2025
Q1 		$136 Buy
+8
New +$138 ﹤0.01% 2136
2023
Q4 		– Sell
-159
Closed -$1.72K – 1579
2023
Q3 		$1.72K Hold
159
– – ﹤0.01% 1270
2023
Q2 		$1.84K Sell
159
-72
-31% -$810 ﹤0.01% 1169
2023
Q1 		$2.68K Buy
+231
New +$2.68K ﹤0.01% 1093

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

Clearstead Advisors's MDU Position: Q2 2026 in Review

Clearstead Advisors opened a new position in MDU Resources (MDU) in Q2 2026: 105 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #2444 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MDU as recently as Q4 2025.

Clearstead Advisors first reported a position in MDU in Q1 2023 and has held it in 7 quarters since. The position peaked at $12.1K in Q2 2025. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Clearstead Advisors held 105 shares of MDU Resources worth $2.23K as of Q2 2026.
  • MDU Resources was a new Clearstead Advisors position in Q2 2026.
  • MDU Resources made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2444 holding.
  • Clearstead Advisors first reported a position in MDU Resources in Q1 2023 and has held it in 7 quarters since.
  • Clearstead Advisors's MDU Resources position peaked at $12.1K in Q2 2025.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.