IFU
MDU icon

iSAM Funds (UK)’s MDU Resources MDU Stock Holding History

iSAM Funds (UK)’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 		$910K Buy
+42,900
New +$933K 0.64% 44
2025
Q1 		– Sell
-13,236
Closed -$239K – 383
2024
Q4 		$239K Buy
+13,236
New +$232K 0.18% 209
2023
Q2 		– Sell
-41,163
Closed -$477K – 242
2023
Q1 		$477K Buy
+41,163
New +$478K 0.61% 68

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 $3.37T AUM 44.26% 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

iSAM Funds (UK)'s MDU Position: Q2 2026 in Review

iSAM Funds (UK) opened a new position in MDU Resources (MDU) in Q2 2026: 42,900 shares worth $910K. The stake represents 0.64% of the portfolio and ranks #44 among its holdings. This is a return to the name: iSAM Funds (UK) previously reported a position in MDU as recently as Q4 2024.

iSAM Funds (UK) first reported a position in MDU in Q1 2023 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • iSAM Funds (UK) held 42,900 shares of MDU Resources worth $910K as of Q2 2026.
  • MDU Resources was a new iSAM Funds (UK) position in Q2 2026.
  • MDU Resources made up 0.64% of iSAM Funds (UK)'s portfolio in Q2 2026, its #44 holding.
  • iSAM Funds (UK) first reported a position in MDU Resources in Q1 2023 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.