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Global Retirement Partners’s MDU Resources MDU Stock Holding History

Global Retirement Partners’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 		$55K Buy
+2,595
New +$56.4K ﹤0.01% 2457
2025
Q4 		$36.3K Buy
1,860
+1,846
+13,186% +$36.3K ﹤0.01% 2545
2025
Q3 		$249 Sell
14
-271
-95% -$4.52K ﹤0.01% 3725
2025
Q2 		$4.75K Buy
+285
New +$4.79K ﹤0.01% 2929
2024
Q4 		$252 Sell
14
-11
-44% -$193 ﹤0.01% 3485
2024
Q3 		$384 Sell
25
-2,888
-99% -$41.1K ﹤0.01% 3315
2024
Q2 		$40.5K Buy
2,913
+2,888
+11,552% +$39.9K ﹤0.01% 1646
2024
Q1 		$353 Hold
25
– – ﹤0.01% 3196
2023
Q4 		$267 Sell
25
-15
-38% -$158 ﹤0.01% 3191
2023
Q3 		$416 Sell
40
-45
-53% -$518 ﹤0.01% 3003
2023
Q2 		$984 Sell
85
-7
-8% -$79 ﹤0.01% 2791
2023
Q1 		$1K Sell
92
-310
-77% -$3.6K ﹤0.01% 2733
2022
Q4 		$4.64K Hold
402
– – ﹤0.01% 2053
2022
Q3 		$4K Sell
402
-229
-36% -$2.53K ﹤0.01% 2012
2022
Q2 		$6K Buy
631
+21
+3% +$213 ﹤0.01% 1831
2022
Q1 		$6K Buy
+610
New +$6.46K ﹤0.01% 1830
2021
Q4 		– Sell
-310
Closed -$4K – 1167
2021
Q3 		$4K Hold
310
– – ﹤0.01% 1688
2021
Q2 		$4K Hold
310
– – ﹤0.01% 1626
2021
Q1 		$4K Hold
310
– – ﹤0.01% 1531
2020
Q4 		$3K Buy
310
+2
+0.6% +$19 ﹤0.01% 1543
2020
Q3 		$3K Sell
308
-34
-10% -$292 ﹤0.01% 1427
2020
Q2 		$3K Buy
342
+5
+1% +$42 ﹤0.01% 1397
2020
Q1 		$3K Sell
337
-118
-26% -$1.24K ﹤0.01% 1344
2019
Q4 		$5K Buy
+455
New +$4.97K ﹤0.01% 1338

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

Global Retirement Partners's MDU Position: Q2 2026 in Review

Global Retirement Partners opened a new position in MDU Resources (MDU) in Q2 2026: 2,595 shares worth $55K. The stake represents ﹤0.01% of the portfolio and ranks #2457 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MDU as recently as Q4 2025.

Global Retirement Partners first reported a position in MDU in Q4 2019 and has held it in 24 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Global Retirement Partners held 2,595 shares of MDU Resources worth $55K as of Q2 2026.
  • MDU Resources was a new Global Retirement Partners position in Q2 2026.
  • MDU Resources made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2457 holding.
  • Global Retirement Partners first reported a position in MDU Resources in Q4 2019 and has held it in 24 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.