Massachusetts Financial Services
MDU icon

Massachusetts Financial Services’s MDU Resources MDU Stock Holding History

Massachusetts Financial Services’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 		$17.2M Sell
811,297
-42,490
-5% -$924K 0.01% 694
2026
Q1 		$17.7M Sell
853,787
-45,361
-5% -$929K 0.01% 662
2025
Q4 		$17.6M Sell
899,148
-32,172
-3% -$633K 0.01% 663
2025
Q3 		$16.6M Sell
931,320
-33,176
-3% -$554K 0.01% 653
2025
Q2 		$16.1M Sell
964,496
-47,939
-5% -$806K 0.01% 642
2025
Q1 		$17.1M Sell
1,012,435
-24,464
-2% -$422K 0.01% 613
2024
Q4 		$18.7M Sell
1,036,899
-984,385
-49% -$17.3M 0.01% 609
2024
Q3 		$30.7M Sell
2,021,284
-56,923
-3% -$810K 0.01% 534
2024
Q2 		$28.9M Buy
2,078,207
+127,262
+7% +$1.76M 0.01% 537
2024
Q1 		$27.2M Buy
+1,950,945
New +$22.6M 0.01% 541
2021
Q4 		– Sell
-112,320
Closed -$1.27M – 921
2021
Q3 		$1.27M Sell
112,320
-1,478
-1% -$17.7K ﹤0.01% 816
2021
Q2 		$1.36M Buy
113,798
+979
+0.9% +$12.3K ﹤0.01% 818
2021
Q1 		$1.36M Sell
112,819
-69,984
-38% -$763K ﹤0.01% 812
2020
Q4 		$1.83M Sell
182,803
-23,022
-11% -$215K ﹤0.01% 744
2020
Q3 		$1.76M Buy
+205,825
New +$1.77M ﹤0.01% 729
2020
Q2 		– Sell
-95,557
Closed -$781K – 823
2020
Q1 		$781K Buy
95,557
+15,125
+19% +$159K ﹤0.01% 748
2019
Q4 		$909K Sell
80,432
-8,674
-10% -$94.7K ﹤0.01% 762
2019
Q3 		$955K Buy
89,106
+9,949
+13% +$102K ﹤0.01% 771
2019
Q2 		$776K Buy
79,157
+11,035
+16% +$107K ﹤0.01% 801
2019
Q1 		$670K Sell
68,122
-54,233
-44% -$527K ﹤0.01% 800
2018
Q4 		$1.11M Buy
122,355
+62,891
+106% +$614K ﹤0.01% 764
2018
Q3 		$581K Sell
59,464
-140
-0.2% -$1.5K ﹤0.01% 817
2018
Q2 		$650K Buy
+59,604
New +$636K ﹤0.01% 801

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

Massachusetts Financial Services's MDU Position: Q2 2026 in Review

Massachusetts Financial Services reduced its MDU Resources (MDU) stake by 5% in Q2 2026, selling an estimated $924K and leaving 811,297 shares worth $17.2M. The position accounts for 0.01% of the portfolio, ranked #694.

Massachusetts Financial Services first reported a position in MDU in Q2 2018 and has held it in 23 quarters since. The position peaked at $30.7M in Q3 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Massachusetts Financial Services held 811,297 shares of MDU Resources worth $17.2M as of Q2 2026.
  • Massachusetts Financial Services sold 42,490 MDU Resources shares in Q2 2026, an estimated $924K.
  • MDU Resources made up 0.01% of Massachusetts Financial Services's portfolio in Q2 2026, its #694 holding.
  • Massachusetts Financial Services first reported a position in MDU Resources in Q2 2018 and has held it in 23 quarters since.
  • Massachusetts Financial Services's MDU Resources position peaked at $30.7M in Q3 2024.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.