Fortitude Family Office’s MDU Resources MDU Stock Holding History

Fortitude Family Office’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	$7.13K	Sell	336 -3	-0.9%	-$65	﹤0.01%	920
2026 Q1	$7.02K	Buy	339 +108	+47%	+$2.21K	﹤0.01%	789
2025 Q4	$4.51K	Buy	231 +13	+6%	+$256	﹤0.01%	847
2025 Q3	$3.88K	Hold	218	–	–	﹤0.01%	902
2025 Q2	$3.63K	Buy	218 +6	+3%	+$101	﹤0.01%	914
2025 Q1	$3.58K	Hold	212	–	–	﹤0.01%	811
2024 Q4	$3.82K	Sell	212 -171	-45%	-$3K	﹤0.01%	906
2024 Q3	$5.81K	Hold	383	–	–	﹤0.01%	738
2024 Q2	$5.32K	Hold	383	–	–	﹤0.01%	569
2024 Q1	$5.34K	Hold	383	–	–	﹤0.01%	575
2023 Q4	$4.2K	Buy	+383	New	+$4.04K	﹤0.01%	741

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fortitude Family Office's MDU Position: Q2 2026 in Review

Fortitude Family Office reduced its MDU Resources (MDU) stake by 0.88% in Q2 2026, selling an estimated $65 and leaving 336 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Fortitude Family Office first reported a position in MDU in Q4 2023 and has held it in 11 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Fortitude Family Office held 336 shares of MDU Resources worth $7.13K as of Q2 2026.
Fortitude Family Office sold 3 MDU Resources shares in Q2 2026, an estimated $65.
MDU Resources made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #920 holding.
Fortitude Family Office first reported a position in MDU Resources in Q4 2023 and has held it in 11 quarters since.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.