NewEdge Wealth’s MDU Resources MDU Stock Holding History

NewEdge Wealth’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	–	Sell	-10,015	Closed	-$195K	–	1228
2025 Q4	$195K	Buy	+10,015	New	+$197K	﹤0.01%	1156

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

NewEdge Wealth's MDU Position: Q1 2026 in Review

NewEdge Wealth sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 10,015 shares — an estimated $195K sold.

NewEdge Wealth first reported a position in MDU in Q4 2025 and held it in 1 quarter. The position peaked at $195K in Q4 2025. 422 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

NewEdge Wealth reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 10,015 MDU Resources shares in Q1 2026, an estimated $195K.
NewEdge Wealth first reported a position in MDU Resources in Q4 2025 and held it in 1 quarter.
NewEdge Wealth's MDU Resources position peaked at $195K in Q4 2025.
422 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.