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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return