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Foster & Motley’s MDU Resources MDU Stock Holding History

Foster & Motley’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
Q1 		– Sell
-10,352
Closed -$202K – 399
2025
Q4 		$202K Sell
10,352
-2,908
-22% -$57.2K 0.01% 384
2025
Q3 		$236K Sell
13,260
-3,351
-20% -$55.9K 0.01% 377
2025
Q2 		$277K Sell
16,611
-7,159
-30% -$120K 0.02% 352
2025
Q1 		$402K Sell
23,770
-10,323
-30% -$178K 0.03% 301
2024
Q4 		$614K Sell
34,093
-32,299
-49% -$567K 0.04% 260
2024
Q3 		$1.01M Sell
66,392
-4,821
-7% -$68.6K 0.06% 216
2024
Q2 		$990K Sell
71,213
-1,996
-3% -$27.6K 0.07% 210
2024
Q1 		$1.02M Sell
73,209
-4,267
-6% -$49.4K 0.07% 205
2023
Q4 		$850K Sell
77,476
-893
-1% -$9.43K 0.06% 212
2023
Q3 		$850K Sell
78,369
-9,598
-11% -$111K 0.07% 212
2023
Q2 		$1.02M Sell
87,967
-44,108
-33% -$496K 0.08% 218
2023
Q1 		$1.53M Sell
132,075
-2,191
-2% -$25.5K 0.12% 175
2022
Q4 		$1.55M Sell
134,266
-4,529
-3% -$50.9K 0.13% 171
2022
Q3 		$1.44M Sell
138,795
-1,799
-1% -$19.9K 0.14% 167
2022
Q2 		$1.44M Sell
140,594
-7,708
-5% -$78.4K 0.13% 160
2022
Q1 		$1.5M Sell
148,302
-10,509
-7% -$111K 0.12% 156
2021
Q4 		$1.86M Sell
158,811
-8,360
-5% -$94.3K 0.14% 142
2021
Q3 		$1.89M Buy
167,171
+48,979
+41% +$587K 0.16% 136
2021
Q2 		$1.41M Buy
118,192
+22,512
+24% +$282K 0.12% 160
2021
Q1 		$1.15M Buy
95,680
+12,263
+15% +$134K 0.1% 168
2020
Q4 		$835K Buy
+83,417
New +$780K 0.08% 181

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 $3.38T AUM 44.17% 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

Foster & Motley's MDU Position: Q1 2026 in Review

Foster & Motley sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 10,352 shares — an estimated $202K sold.

Foster & Motley first reported a position in MDU in Q4 2020 and held it in 21 quarters. The position peaked at $1.89M in Q3 2021. 422 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Foster & Motley reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
  • Foster & Motley sold 10,352 MDU Resources shares in Q1 2026, an estimated $202K.
  • Foster & Motley first reported a position in MDU Resources in Q4 2020 and held it in 21 quarters.
  • Foster & Motley's MDU Resources position peaked at $1.89M in Q3 2021.
  • 422 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.