Covestor
MDU icon

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
Q3 		$10K Buy
562
+303
+117% +$6.07K 0.01% 1468
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Covestor's MDU Position: Q3 2026 in Review

Covestor increased its MDU Resources (MDU) stake by 117% in Q3 2026, buying an estimated $6.07K and bringing the position to 562 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #1468.

Covestor first reported a position in MDU in Q4 2021 and has held it in 20 quarters since. The position peaked at $240K in Q2 2022. 203 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Covestor held 562 shares of MDU Resources worth $10K as of Q3 2026.
  • Covestor bought 303 MDU Resources shares in Q3 2026, an estimated $6.07K.
  • MDU Resources made up 0.01% of Covestor's portfolio in Q3 2026, its #1468 holding.
  • Covestor first reported a position in MDU Resources in Q4 2021 and has held it in 20 quarters since.
  • Covestor's MDU Resources position peaked at $240K in Q2 2022.
  • 203 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.