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Needham Investment Management’s MDU Resources MDU Stock Holding History

Needham Investment Management’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 		$14.1M Buy
665,000
+107,500
+19% +$2.34M 0.42% 64
2026
Q1 		$11.6M Buy
557,500
+15,500
+3% +$317K 0.59% 54
2025
Q4 		$10.6M Buy
542,000
+22,000
+4% +$433K 0.67% 50
2025
Q3 		$9.26M Buy
520,000
+126,000
+32% +$2.1M 0.65% 49
2025
Q2 		$6.57M Sell
394,000
-65,000
-14% -$1.09M 0.52% 54
2025
Q1 		$7.76M Sell
459,000
-2,000
-0.4% -$34.5K 0.73% 47
2024
Q4 		$8.31M Sell
461,000
-310,638
-40% -$5.45M 0.64% 54
2024
Q3 		$11.7M Buy
771,638
+383,563
+99% +$5.46M 0.9% 38
2024
Q2 		$5.4M Buy
+388,075
New +$5.36M 0.44% 61

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

Needham Investment Management's MDU Position: Q2 2026 in Review

Needham Investment Management increased its MDU Resources (MDU) stake by 19% in Q2 2026, buying an estimated $2.34M and bringing the position to 665,000 shares worth $14.1M. The position accounts for 0.42% of the portfolio, ranked #64.

Needham Investment Management first reported a position in MDU in Q2 2024 and has held it in 9 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Needham Investment Management held 665,000 shares of MDU Resources worth $14.1M as of Q2 2026.
  • Needham Investment Management bought 107,500 MDU Resources shares in Q2 2026, an estimated $2.34M.
  • MDU Resources made up 0.42% of Needham Investment Management's portfolio in Q2 2026, its #64 holding.
  • Needham Investment Management first reported a position in MDU Resources in Q2 2024 and has held it in 9 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Needham Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.