MCA
MDU icon

MSH Capital Advisors’s MDU Resources MDU Stock Holding History

MSH Capital Advisors’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 		$209K Buy
9,840
+17
+0.2% +$370 0.04% 309
2026
Q1 		$204K Sell
9,823
-4,941
-33% -$101K 0.04% 269
2025
Q4 		$288K Buy
14,764
+39
+0.3% +$768 0.06% 226
2025
Q3 		$262K Buy
14,725
+19
+0.1% +$317 0.07% 214
2025
Q2 		$245K Sell
14,706
-2,401
-14% -$40.4K 0.07% 215
2025
Q1 		$289K Buy
17,107
+18
+0.1% +$311 0.09% 191
2024
Q4 		$308K Sell
17,089
-13,757
-45% -$241K 0.1% 184
2024
Q3 		$468K Buy
30,846
+4,412
+17% +$62.8K 0.14% 156
2024
Q2 		$368K Buy
26,434
+289
+1% +$3.99K 0.12% 165
2024
Q1 		$365K Buy
+26,145
New +$303K 0.13% 160
2023
Q2 		– Sell
-23,130
Closed -$268K – 219
2023
Q1 		$268K Hold
23,130
– – 0.11% 170
2022
Q4 		$267K Hold
23,130
– – 0.12% 163
2022
Q3 		$241K Hold
23,130
– – 0.12% 166
2022
Q2 		$237K Hold
23,130
– – 0.11% 170
2022
Q1 		$234K Sell
23,130
-1,578
-6% -$16.7K 0.1% 182
2021
Q4 		$290K Buy
+24,708
New +$279K 0.13% 153

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

MSH Capital Advisors's MDU Position: Q2 2026 in Review

MSH Capital Advisors increased its MDU Resources (MDU) stake by 0.17% in Q2 2026, buying an estimated $370 and bringing the position to 9,840 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #309.

MSH Capital Advisors first reported a position in MDU in Q4 2021 and has held it in 16 quarters since. The position peaked at $468K in Q3 2024. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • MSH Capital Advisors held 9,840 shares of MDU Resources worth $209K as of Q2 2026.
  • MSH Capital Advisors bought 17 MDU Resources shares in Q2 2026, an estimated $370.
  • MDU Resources made up 0.04% of MSH Capital Advisors's portfolio in Q2 2026, its #309 holding.
  • MSH Capital Advisors first reported a position in MDU Resources in Q4 2021 and has held it in 16 quarters since.
  • MSH Capital Advisors's MDU Resources position peaked at $468K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.