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Moody Aldrich Partners’s MDU Resources MDU Stock Holding History

Moody Aldrich Partners’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 		$298K Sell
14,045
-39
-0.3% -$848 0.05% 151
2026
Q1 		$292K Sell
14,084
-315
-2% -$6.45K 0.05% 167
2025
Q4 		$281K Sell
14,399
-37
-0.3% -$728 0.05% 157
2025
Q3 		$257K Sell
14,436
-58
-0.4% -$968 0.05% 159
2025
Q2 		$242K Buy
+14,494
New +$244K 0.05% 161
2025
Q1 		– Sell
-11,068
Closed -$199K – 199
2024
Q4 		$199K Sell
11,068
-9,000
-45% -$158K 0.04% 196
2024
Q3 		$305K Sell
20,068
-20
-0.1% -$285 0.06% 159
2024
Q2 		$279K Sell
20,088
-11
-0.1% -$152 0.05% 177
2024
Q1 		$281K Sell
20,099
-104
-0.5% -$1.2K 0.05% 185
2023
Q4 		$222K Sell
20,203
-53
-0.3% -$559 0.04% 184
2023
Q3 		$220K Sell
20,256
-458
-2% -$5.27K 0.04% 186
2023
Q2 		$240K Sell
20,714
-10,979
-35% -$123K 0.05% 144
2023
Q1 		$367K Sell
31,693
-17,980
-36% -$209K 0.07% 132
2022
Q4 		$573K Sell
49,673
-555
-1% -$6.24K 0.12% 122
2022
Q3 		$522K Sell
50,228
-82
-0.2% -$905 0.11% 119
2022
Q2 		$516K Buy
+50,310
New +$511K 0.1% 108
2021
Q3 		– Sell
-27,945
Closed -$333K – 179
2021
Q2 		$333K Sell
27,945
-400
-1% -$5.01K 0.05% 147
2021
Q1 		$341K Buy
28,345
+4,479
+19% +$48.8K 0.05% 151
2020
Q4 		$239K Sell
23,866
-145
-0.6% -$1.35K 0.04% 163
2020
Q3 		$205K Sell
24,011
-6,509
-21% -$55.9K 0.04% 152
2020
Q2 		$257K Sell
30,520
-16,400
-35% -$136K 0.05% 147
2020
Q1 		$384K Sell
46,920
-160
-0.3% -$1.68K 0.12% 113
2019
Q4 		$532K Buy
47,080
+9,983
+27% +$109K 0.11% 113
2019
Q3 		$398K Buy
37,097
+4,476
+14% +$45.7K 0.11% 109
2019
Q2 		$320K Buy
+32,621
New +$318K 0.08% 111

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

Moody Aldrich Partners's MDU Position: Q2 2026 in Review

Moody Aldrich Partners reduced its MDU Resources (MDU) stake by 0.28% in Q2 2026, selling an estimated $848 and leaving 14,045 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #151.

Moody Aldrich Partners first reported a position in MDU in Q2 2019 and has held it in 25 quarters since. The position peaked at $573K in Q4 2022. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Moody Aldrich Partners held 14,045 shares of MDU Resources worth $298K as of Q2 2026.
  • Moody Aldrich Partners sold 39 MDU Resources shares in Q2 2026, an estimated $848.
  • MDU Resources made up 0.05% of Moody Aldrich Partners's portfolio in Q2 2026, its #151 holding.
  • Moody Aldrich Partners first reported a position in MDU Resources in Q2 2019 and has held it in 25 quarters since.
  • Moody Aldrich Partners's MDU Resources position peaked at $573K in Q4 2022.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.