EAN
MDU icon

Excelsior Advisor Network’s MDU Resources MDU Stock Holding History

Excelsior Advisor Network’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 		$268K Buy
12,638
+1,982
+19% +$43.1K 0.04% 381
2026
Q1 		$221K Buy
+10,656
New +$218K 0.08% 201

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

Excelsior Advisor Network's MDU Position: Q2 2026 in Review

Excelsior Advisor Network increased its MDU Resources (MDU) stake by 19% in Q2 2026, buying an estimated $43.1K and bringing the position to 12,638 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #381.

Excelsior Advisor Network first reported a position in MDU in Q1 2026 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Excelsior Advisor Network held 12,638 shares of MDU Resources worth $268K as of Q2 2026.
  • Excelsior Advisor Network bought 1,982 MDU Resources shares in Q2 2026, an estimated $43.1K.
  • MDU Resources made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #381 holding.
  • Excelsior Advisor Network first reported a position in MDU Resources in Q1 2026 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.