Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s MDU Resources MDU Stock Holding History

Jacobs Levy Equity Management’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 		– Sell
-26,874
Closed -$557K – 1027
2026
Q1 		$557K Sell
26,874
-284,412
-91% -$5.83M ﹤0.01% 807
2025
Q4 		$6.08M Sell
311,286
-203,317
-40% -$4M 0.02% 371
2025
Q3 		$9.17M Sell
514,603
-357,732
-41% -$5.97M 0.04% 314
2025
Q2 		$14.5M Buy
872,335
+6,822
+0.8% +$115K 0.06% 251
2025
Q1 		$14.6M Buy
+865,513
New +$14.9M 0.06% 277
2024
Q4 		– Sell
-129,058
Closed -$1.96M – 1007
2024
Q3 		$1.96M Sell
129,058
-41,536
-24% -$591K 0.01% 608
2024
Q2 		$2.37M Buy
+170,594
New +$2.36M 0.01% 574
2019
Q2 		– Sell
-99,936
Closed -$982K – 994
2019
Q1 		$982K Sell
99,936
-78,659
-44% -$764K 0.01% 666
2018
Q4 		$1.62M Buy
178,595
+9,230
+5% +$90.1K 0.03% 507
2018
Q3 		$1.65M Buy
169,365
+52,861
+45% +$566K 0.02% 553
2018
Q2 		$1.27M Buy
+116,504
New +$1.24M 0.02% 602
2015
Q1 		– Sell
-152,168
Closed -$1.36M – 842
2014
Q4 		$1.36M Sell
152,168
-30,243
-17% -$292K 0.02% 448
2014
Q3 		$1.93M Buy
182,411
+141,614
+347% +$1.69M 0.03% 391
2014
Q2 		$545K Buy
+40,797
New +$533K 0.01% 613

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

Jacobs Levy Equity Management's MDU Position: Q2 2026 in Review

Jacobs Levy Equity Management sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 26,874 shares — an estimated $557K sold.

Jacobs Levy Equity Management first reported a position in MDU in Q2 2014 and held it in 14 quarters. The position peaked at $14.6M in Q1 2025. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Jacobs Levy Equity Management reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 26,874 MDU Resources shares in Q2 2026, an estimated $557K.
  • Jacobs Levy Equity Management first reported a position in MDU Resources in Q2 2014 and held it in 14 quarters.
  • Jacobs Levy Equity Management's MDU Resources position peaked at $14.6M in Q1 2025.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2026, filed 14 Aug 2026.