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LRI Investments’s MDU Resources MDU Stock Holding History

LRI Investments’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 		$2.15K Buy
101
+13
+15% +$283 ﹤0.01% 1268
2026
Q1 		$1.83K Hold
88
– – ﹤0.01% 1270
2025
Q4 		$1.72K Hold
88
– – ﹤0.01% 1220
2025
Q3 		$1.57K Hold
88
– – ﹤0.01% 1226
2025
Q2 		$1.47K Hold
88
– – ﹤0.01% 1188
2025
Q1 		$1.49K Hold
88
– – ﹤0.01% 1126
2024
Q4 		$1.59K Sell
88
-71
-45% -$1.25K ﹤0.01% 1090
2024
Q3 		$1.58K Hold
159
– – ﹤0.01% 1081
2024
Q2 		$2.21K Hold
159
– – ﹤0.01% 1043
2024
Q1 		$2.21K Buy
+159
New +$1.84K ﹤0.01% 736

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

LRI Investments's MDU Position: Q2 2026 in Review

LRI Investments increased its MDU Resources (MDU) stake by 15% in Q2 2026, buying an estimated $283 and bringing the position to 101 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

LRI Investments first reported a position in MDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.21K in Q2 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • LRI Investments held 101 shares of MDU Resources worth $2.15K as of Q2 2026.
  • LRI Investments bought 13 MDU Resources shares in Q2 2026, an estimated $283.
  • MDU Resources made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1268 holding.
  • LRI Investments first reported a position in MDU Resources in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's MDU Resources position peaked at $2.21K in Q2 2024.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.