Inspire Advisors’s MDU Resources MDU Stock Holding History

Inspire Advisors’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	-30,798	Closed	-$601K	–	712
2025 Q4	$601K	Buy	30,798 +12,225	+66%	+$241K	0.06%	277
2025 Q3	$331K	Sell	18,573 -42,891	-70%	-$716K	0.03%	367
2025 Q2	$1.02M	Buy	+61,464	New	+$1.03M	0.11%	140
2024 Q3	–	Sell	-16,545	Closed	-$230K	–	450
2024 Q2	$230K	Buy	+16,545	New	+$228K	0.03%	304
2021 Q1	–	Sell	-68	Closed	-$1K	–	466
2020 Q4	$1K	Buy	+68	New	+$635	﹤0.01%	747

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 $3.37T AUM 44.26% 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

Inspire Advisors's MDU Position: Q1 2026 in Review

Inspire Advisors sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 30,798 shares — an estimated $601K sold.

Inspire Advisors first reported a position in MDU in Q4 2020 and held it in 5 quarters. The position peaked at $1.02M in Q2 2025. 422 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

Inspire Advisors reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
Inspire Advisors sold 30,798 MDU Resources shares in Q1 2026, an estimated $601K.
Inspire Advisors first reported a position in MDU Resources in Q4 2020 and held it in 5 quarters.
Inspire Advisors's MDU Resources position peaked at $1.02M in Q2 2025.
422 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.