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Ethic Inc’s MDU Resources MDU Stock Holding History

Ethic Inc’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 		$1.18M Buy
+55,612
New +$1.21M 0.01% 666
2023
Q3 		– Sell
-32,521
Closed -$377K – 1041
2023
Q2 		$377K Sell
32,521
-20,024
-38% -$225K 0.01% 731
2023
Q1 		$609K Sell
52,545
-981
-2% -$11.4K 0.02% 597
2022
Q4 		$618K Buy
+53,526
New +$601K 0.03% 504

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

Ethic Inc's MDU Position: Q2 2026 in Review

Ethic Inc opened a new position in MDU Resources (MDU) in Q2 2026: 55,612 shares worth $1.18M. The stake represents 0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Ethic Inc previously reported a position in MDU as recently as Q2 2023.

Ethic Inc first reported a position in MDU in Q4 2022 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Ethic Inc held 55,612 shares of MDU Resources worth $1.18M as of Q2 2026.
  • MDU Resources was a new Ethic Inc position in Q2 2026.
  • MDU Resources made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #666 holding.
  • Ethic Inc first reported a position in MDU Resources in Q4 2022 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.