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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
2022
Q3 		– Sell
-142
Closed -$146K – 2345
2022
Q2 		$146K Buy
142
+137
+2,740% +$1.39K 0.12% 215
2022
Q1 		$5K Buy
+5
New +$53 ﹤0.01% 1492

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Covestor's MDU Position: Q1 2026 in Review

Covestor reduced its MDU Resources (MDU) stake by 17% in Q1 2026, selling an estimated $2.81K and leaving 672 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #1264.

Covestor first reported a position in MDU in Q4 2021 and has held it in 18 quarters since. The position peaked at $240K in Q2 2022. 418 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Covestor held 672 shares of MDU Resources worth $14K as of Q1 2026.
  • Covestor sold 137 MDU Resources shares in Q1 2026, an estimated $2.81K.
  • MDU Resources made up 0.01% of Covestor's portfolio in Q1 2026, its #1264 holding.
  • Covestor first reported a position in MDU Resources in Q4 2021 and has held it in 18 quarters since.
  • Covestor's MDU Resources position peaked at $240K in Q2 2022.
  • 418 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.