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Dakota Wealth Management’s MDU Resources MDU Stock Holding History

Dakota Wealth 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 		$1.45M Buy
68,159
+583
+0.9% +$12.7K 0.03% 363
2026
Q1 		$1.41M Sell
67,576
-759
-1% -$15.5K 0.03% 343
2025
Q4 		$1.34M Buy
68,335
+5,226
+8% +$103K 0.02% 346
2025
Q3 		$1.13M Sell
63,109
-5,723
-8% -$95.5K 0.02% 334
2025
Q2 		$1.16M Sell
68,832
-6,846
-9% -$115K 0.02% 359
2025
Q1 		$1.29M Buy
75,678
+965
+1% +$16.7K 0.03% 330
2024
Q4 		$1.36M Sell
74,713
-65,315
-47% -$1.15M 0.03% 315
2024
Q3 		$2.14M Sell
140,028
-9,493
-6% -$135K 0.05% 263
2024
Q2 		$2.09M Sell
149,521
-3,216
-2% -$44.4K 0.05% 252
2024
Q1 		$2.14M Sell
152,737
-4,255
-3% -$49.2K 0.05% 252
2023
Q4 		$1.73M Buy
156,992
+1,159
+0.7% +$12.2K 0.07% 236
2023
Q3 		$1.69M Sell
155,833
-1,281
-0.8% -$14.7K 0.07% 222
2023
Q2 		$1.82M Sell
157,114
-69,566
-31% -$782K 0.09% 192
2023
Q1 		$2.63M Buy
226,680
+2,764
+1% +$32.1K 0.18% 132
2022
Q4 		$2.58M Buy
223,916
+365
+0.2% +$4.1K 0.18% 129
2022
Q3 		$2.33M Buy
+223,551
New +$2.47M 0.19% 131

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

Dakota Wealth Management's MDU Position: Q2 2026 in Review

Dakota Wealth Management increased its MDU Resources (MDU) stake by 0.86% in Q2 2026, buying an estimated $12.7K and bringing the position to 68,159 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #363.

Dakota Wealth Management first reported a position in MDU in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.63M in Q1 2023. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Dakota Wealth Management held 68,159 shares of MDU Resources worth $1.45M as of Q2 2026.
  • Dakota Wealth Management bought 583 MDU Resources shares in Q2 2026, an estimated $12.7K.
  • MDU Resources made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #363 holding.
  • Dakota Wealth Management first reported a position in MDU Resources in Q3 2022 and has held it in 16 quarters since.
  • Dakota Wealth Management's MDU Resources position peaked at $2.63M in Q1 2023.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.