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Costello Asset Management’s MDU Resources MDU Stock Holding History

Costello Asset 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 		$15.7K Sell
742
-181
-20% -$3.94K ﹤0.01% 434
2026
Q1 		$19.1K Buy
923
+3
+0.3% +$61 0.01% 393
2025
Q4 		$18K Buy
920
+4
+0.4% +$79 0.01% 389
2025
Q3 		$16.3K Sell
916
-196
-18% -$3.27K 0.01% 405
2025
Q2 		$18.5K Buy
1,112
+4
+0.4% +$67 0.01% 383
2025
Q1 		$18.7K Buy
+1,108
New +$19.1K 0.01% 352

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

Costello Asset Management's MDU Position: Q2 2026 in Review

Costello Asset Management reduced its MDU Resources (MDU) stake by 20% in Q2 2026, selling an estimated $3.94K and leaving 742 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Costello Asset Management first reported a position in MDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.1K in Q1 2026. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Costello Asset Management held 742 shares of MDU Resources worth $15.7K as of Q2 2026.
  • Costello Asset Management sold 181 MDU Resources shares in Q2 2026, an estimated $3.94K.
  • MDU Resources made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #434 holding.
  • Costello Asset Management first reported a position in MDU Resources in Q1 2025 and has held it in 6 quarters since.
  • Costello Asset Management's MDU Resources position peaked at $19.1K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.