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Covestor’s MDU Resources MDU Stock Holding History

Covestor’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 		$6K Sell
259
-413
-61% -$8.98K ﹤0.01% 1839
2026
Q1 		$14K Sell
672
-137
-17% -$2.81K 0.01% 1264
2025
Q4 		$16K Sell
809
-1,976
-71% -$38.9K 0.01% 1373
2025
Q3 		$49K Sell
2,785
-2,140
-43% -$35.7K 0.03% 916
2025
Q2 		$82K Sell
4,925
-1,958
-28% -$32.9K 0.05% 666
2025
Q1 		$117K Buy
6,883
+3,955
+135% +$68.3K 0.08% 388
2024
Q4 		$53K Sell
2,928
-4,272
-59% -$74.9K 0.03% 834
2024
Q3 		$109K Buy
7,200
+355
+5% +$5.05K 0.07% 473
2024
Q2 		$95K Sell
6,845
-6,211
-48% -$85.8K 0.06% 524
2024
Q1 		$182K Sell
13,056
-7,485
-36% -$86.6K 0.12% 197
2023
Q4 		$225K Sell
20,541
-457
-2% -$4.82K 0.15% 103
2023
Q3 		$228K Buy
20,998
+1,083
+5% +$12.5K 0.17% 80
2023
Q2 		$231K Buy
19,915
+9,777
+96% +$110K 0.18% 83
2023
Q1 		$118K Buy
10,138
+2,101
+26% +$24.4K 0.1% 293
2022
Q4 		$93K Sell
8,037
-5,646
-41% -$63.4K 0.08% 424
2022
Q3 		$142K Sell
13,683
-9,694
-41% -$107K 0.13% 184
2022
Q2 		$240K Buy
23,377
+7,500
+47% +$76.2K 0.19% 81
2022
Q1 		$161K Buy
15,877
+7,956
+100% +$84.2K 0.11% 243
2021
Q4 		$93K Buy
+7,921
New +$89.3K 0.13% 197

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

Covestor's MDU Position: Q2 2026 in Review

Covestor reduced its MDU Resources (MDU) stake by 61% in Q2 2026, selling an estimated $8.98K and leaving 259 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Covestor first reported a position in MDU in Q4 2021 and has held it in 19 quarters since. The position peaked at $240K in Q2 2022. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Covestor held 259 shares of MDU Resources worth $6K as of Q2 2026.
  • Covestor sold 413 MDU Resources shares in Q2 2026, an estimated $8.98K.
  • MDU Resources made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1839 holding.
  • Covestor first reported a position in MDU Resources in Q4 2021 and has held it in 19 quarters since.
  • Covestor's MDU Resources position peaked at $240K in Q2 2022.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.