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Coldstream Capital Management’s MDU Resources MDU Stock Holding History

Coldstream Capital Management’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 		$322K Buy
15,165
+105
+0.7% +$2.28K ﹤0.01% 935
2026
Q1 		$312K Buy
15,060
+13
+0.1% +$266 ﹤0.01% 913
2025
Q4 		$294K Sell
15,047
-4
-0% -$79 ﹤0.01% 909
2025
Q3 		$268K Buy
15,051
+169
+1% +$2.82K ﹤0.01% 990
2025
Q2 		$248K Sell
14,882
-303
-2% -$5.1K ﹤0.01% 971
2025
Q1 		$257K Buy
15,185
+45
+0.3% +$777 0.01% 884
2024
Q4 		$273K Sell
15,140
-13,626
-47% -$239K 0.01% 867
2024
Q3 		$435K Buy
28,766
+187
+0.7% +$2.66K 0.01% 664
2024
Q2 		$397K Buy
28,579
+42
+0.1% +$580 0.01% 648
2024
Q1 		$398K Sell
28,537
-9
-0% -$104 0.01% 646
2023
Q4 		$313K Sell
28,546
-711
-2% -$7.5K 0.01% 690
2023
Q3 		$317K Buy
29,257
+70
+0.2% +$806 0.01% 581
2023
Q2 		$339K Sell
29,187
-13,359
-31% -$150K 0.01% 580
2023
Q1 		$493K Sell
42,546
-32,398
-43% -$376K 0.02% 451
2022
Q4 		$865K Buy
+74,944
New +$842K 0.03% 286
2022
Q2 		$1.2M Sell
116,422
-29
-0% -$295 0.05% 217
2022
Q1 		$1.18M Sell
116,451
-708
-0.6% -$7.5K 0.04% 222
2021
Q4 		$1.37M Buy
117,159
+6,433
+6% +$72.5K 0.04% 212
2021
Q3 		$947K Sell
110,726
-76
-0.1% -$910 0.05% 187
2021
Q2 		$1.32M Hold
110,802
– – 0.05% 193
2021
Q1 		$1.33M Hold
110,802
– – 0.08% 138
2020
Q4 		$1.11M Buy
+110,802
New +$1.04M 0.07% 151
2018
Q1 		– Sell
-128,246
Closed -$1.31M – 318
2017
Q4 		$1.31M Sell
128,246
-2,052
-2% -$21K 0.14% 104
2017
Q3 		$1.29M Buy
+130,298
New +$1.3M 0.15% 104

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

Coldstream Capital Management's MDU Position: Q2 2026 in Review

Coldstream Capital Management increased its MDU Resources (MDU) stake by 0.7% in Q2 2026, buying an estimated $2.28K and bringing the position to 15,165 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Coldstream Capital Management first reported a position in MDU in Q3 2017 and has held it in 24 quarters since. The position peaked at $1.37M in Q4 2021. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Coldstream Capital Management held 15,165 shares of MDU Resources worth $322K as of Q2 2026.
  • Coldstream Capital Management bought 105 MDU Resources shares in Q2 2026, an estimated $2.28K.
  • MDU Resources made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #935 holding.
  • Coldstream Capital Management first reported a position in MDU Resources in Q3 2017 and has held it in 24 quarters since.
  • Coldstream Capital Management's MDU Resources position peaked at $1.37M in Q4 2021.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.