McMillan Office’s MDU Resources MDU Stock Holding History

McMillan Office’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	$43K	Hold	2,025	–	–	﹤0.01%	305
2026 Q1	$42K	Hold	2,025	–	–	0.01%	298
2025 Q4	$39.5K	Buy	+2,025	New	+$39.9K	﹤0.01%	297

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 $3.38T AUM 44.17% 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

McMillan Office's MDU Position: Q2 2026 in Review

McMillan Office held its MDU Resources (MDU) position steady in Q2 2026 at 2,025 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

McMillan Office first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

McMillan Office held 2,025 shares of MDU Resources worth $43K as of Q2 2026.
McMillan Office left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up ﹤0.01% of McMillan Office's portfolio in Q2 2026, its #305 holding.
McMillan Office first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.