Inspire Investing
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Inspire Investing’s MDU Resources MDU Stock Holding History

Inspire Investing’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
Q3 		$633K Buy
34,150
+2,286
+7% +$45.8K 0.03% 780
2026
Q2 		$676K Buy
31,864
+6,866
+27% +$149K 0.03% 821
2026
Q1 		$518K Sell
24,998
-9,758
-28% -$200K 0.03% 568
2025
Q4 		$678K Buy
34,756
+9,370
+37% +$184K 0.06% 254
2025
Q3 		$452K Sell
25,386
-15,046
-37% -$251K 0.04% 663
2025
Q2 		$674K Buy
40,432
+19,940
+97% +$335K 0.07% 252
2025
Q1 		$347K Sell
20,492
-1,784
-8% -$30.8K 0.04% 369
2024
Q4 		$401K Sell
22,276
-4,833
-18% -$84.8K 0.04% 501
2024
Q3 		$412K Buy
27,109
+1,864
+7% +$26.5K 0.04% 614
2024
Q2 		$351K Sell
25,245
-554
-2% -$7.65K 0.04% 615
2024
Q1 		$360K Sell
25,799
-9,240
-26% -$107K 0.04% 477
2023
Q4 		$384K Buy
35,039
+6,720
+24% +$70.9K 0.04% 521
2023
Q3 		$307K Buy
28,319
+1,213
+4% +$14K 0.04% 533
2023
Q2 		$314K Buy
27,106
+3,616
+15% +$40.7K 0.04% 538
2023
Q1 		$272K Buy
23,490
+3,074
+15% +$35.7K 0.03% 678
2022
Q4 		$236K Buy
20,416
+468
+2% +$5.26K 0.03% 552
2022
Q3 		$207K Sell
19,948
-744
-4% -$8.22K 0.03% 511
2022
Q2 		$212K Sell
20,692
-2,596
-11% -$26.4K 0.03% 548
2022
Q1 		$236K Buy
23,288
+2,188
+10% +$23.2K 0.03% 510
2021
Q4 		$247K Buy
21,100
+271
+1% +$3.06K 0.03% 659
2021
Q3 		$235K Buy
+20,829
New +$249K 0.03% 486

Other funds holding MDU

Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Inspire Investing's MDU Position: Q3 2026 in Review

Inspire Investing increased its MDU Resources (MDU) stake by 7.2% in Q3 2026, buying an estimated $45.8K and bringing the position to 34,150 shares worth $633K. The position accounts for 0.03% of the portfolio, ranked #780.

Inspire Investing first reported a position in MDU in Q3 2021 and has held it in 21 quarters since. The position peaked at $678K in Q4 2025. 268 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Inspire Investing held 34,150 shares of MDU Resources worth $633K as of Q3 2026.
  • Inspire Investing bought 2,286 MDU Resources shares in Q3 2026, an estimated $45.8K.
  • MDU Resources made up 0.03% of Inspire Investing's portfolio in Q3 2026, its #780 holding.
  • Inspire Investing first reported a position in MDU Resources in Q3 2021 and has held it in 21 quarters since.
  • Inspire Investing's MDU Resources position peaked at $678K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.