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MAI Capital Management’s MDU Resources MDU Stock Holding History

MAI Capital 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
-1,015
Closed -$21K – 3638
2026
Q1 		$21K Buy
1,015
+207
+26% +$4.24K ﹤0.01% 2760
2025
Q4 		$15.8K Buy
+808
New +$15.9K ﹤0.01% 2640
2025
Q3 		– Sell
-197
Closed -$3.28K – 4006
2025
Q2 		$3.28K Buy
+197
New +$3.31K ﹤0.01% 3244

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

MAI Capital Management's MDU Position: Q2 2026 in Review

MAI Capital Management sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 1,015 shares — an estimated $21K sold.

MAI Capital Management first reported a position in MDU in Q2 2025 and held it in 3 quarters. The position peaked at $21K in Q1 2026. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • MAI Capital Management reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,015 MDU Resources shares in Q2 2026, an estimated $21K.
  • MAI Capital Management first reported a position in MDU Resources in Q2 2025 and held it in 3 quarters.
  • MAI Capital Management's MDU Resources position peaked at $21K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.