Lido Advisors
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Lido Advisors’s MDU Resources MDU Stock Holding History

Lido 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
Q2 		– Sell
-12,122
Closed -$252K – 2225
2026
Q1 		$252K Buy
+12,122
New +$248K ﹤0.01% 1662
2023
Q3 		– Sell
-118,298
Closed -$1.37M – 1271
2023
Q2 		$1.37M Buy
+118,298
New +$1.33M 0.01% 455
2022
Q2 		– Sell
-32,071
Closed -$324K – 1015
2022
Q1 		$324K Buy
+32,071
New +$340K ﹤0.01% 787

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

Lido Advisors's MDU Position: Q2 2026 in Review

Lido Advisors sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 12,122 shares — an estimated $252K sold.

Lido Advisors first reported a position in MDU in Q1 2022 and held it in 3 quarters. The position peaked at $1.37M in Q2 2023. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Lido Advisors reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 12,122 MDU Resources shares in Q2 2026, an estimated $252K.
  • Lido Advisors first reported a position in MDU Resources in Q1 2022 and held it in 3 quarters.
  • Lido Advisors's MDU Resources position peaked at $1.37M in Q2 2023.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.