Marshall Wace’s MDU Resources MDU Stock Holding History

Marshall Wace’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	-28,000	Closed	-$580K	–	3507
2026 Q1	$580K	Buy	+28,000	New	+$574K	﹤0.01%	2380
2025 Q4	–	Sell	-129,457	Closed	-$2.31M	–	3260
2025 Q3	$2.31M	Buy	+129,457	New	+$2.16M	﹤0.01%	1546
2025 Q2	–	Sell	-17,131	Closed	-$290K	–	2976
2025 Q1	$290K	Buy	+17,131	New	+$296K	﹤0.01%	2281
2024 Q4	–	Sell	-60,440	Closed	-$918K	–	2839
2024 Q3	$918K	Buy	60,440 +13,250	+28%	+$189K	﹤0.01%	1683
2024 Q2	$656K	Buy	47,190 +25,196	+115%	+$348K	﹤0.01%	1863
2024 Q1	$307K	Buy	+21,994	New	+$254K	﹤0.01%	2103
2023 Q4	–	Sell	-166,981	Closed	-$1.81M	–	2440
2023 Q3	$1.81M	Buy	+166,981	New	+$1.92M	﹤0.01%	1267
2023 Q2	–	Sell	-294,942	Closed	-$3.42M	–	2768
2023 Q1	$3.42M	Buy	294,942 +2,691	+0.9%	+$31.3K	0.01%	1180
2022 Q4	$3.37M	Buy	292,251 +184,723	+172%	+$2.08M	0.01%	1444
2022 Q3	$1.12M	Buy	+107,528	New	+$1.19M	﹤0.01%	2355
2019 Q1	–	Sell	-385,986	Closed	-$3.5M	–	1928
2018 Q4	$3.5M	Buy	+385,986	New	+$3.77M	0.04%	568
2016 Q2	–	Sell	-35,204	Closed	-$260K	–	1086
2016 Q1	$260K	Buy	+35,204	New	+$237K	﹤0.01%	943
2014 Q3	–	Sell	-32,440	Closed	-$433K	–	969
2014 Q2	$433K	Sell	32,440 -2,466	-7%	-$32.2K	0.01%	624
2014 Q1	$455K	Buy	+34,906	New	+$433K	0.01%	600

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall Wace's MDU Position: Q2 2026 in Review

Marshall Wace sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 28,000 shares — an estimated $580K sold.

Marshall Wace first reported a position in MDU in Q1 2014 and held it in 14 quarters. The position peaked at $3.5M in Q4 2018. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Marshall Wace reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
Marshall Wace sold 28,000 MDU Resources shares in Q2 2026, an estimated $580K.
Marshall Wace first reported a position in MDU Resources in Q1 2014 and held it in 14 quarters.
Marshall Wace's MDU Resources position peaked at $3.5M in Q4 2018.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.