Oak Thistle LLC’s MDU Resources MDU Stock Holding History

Oak Thistle LLC’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	$4.04M	Buy	+190,399	New	+$4.14M	0.39%	60
2025 Q3	–	Sell	-71,446	Closed	-$1.19M	–	576
2025 Q2	$1.19M	Buy	71,446 +56,015	+363%	+$942K	0.18%	224
2025 Q1	$261K	Buy	+15,431	New	+$266K	0.05%	374
2024 Q1	–	Sell	-101,219	Closed	-$1.11M	–	432
2023 Q4	$1.11M	Buy	101,219 +72,164	+248%	+$762K	0.32%	97
2023 Q3	$315K	Sell	29,055 -6,760	-19%	-$77.8K	0.09%	377
2023 Q2	$415K	Buy	+35,815	New	+$403K	0.22%	198

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 $3.37T AUM 44.26% 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

Oak Thistle LLC's MDU Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in MDU Resources (MDU) in Q2 2026: 190,399 shares worth $4.04M. The stake represents 0.39% of the portfolio and ranks #60 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in MDU as recently as Q2 2025.

Oak Thistle LLC first reported a position in MDU in Q2 2023 and has held it in 6 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Oak Thistle LLC held 190,399 shares of MDU Resources worth $4.04M as of Q2 2026.
MDU Resources was a new Oak Thistle LLC position in Q2 2026.
MDU Resources made up 0.39% of Oak Thistle LLC's portfolio in Q2 2026, its #60 holding.
Oak Thistle LLC first reported a position in MDU Resources in Q2 2023 and has held it in 6 quarters since.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.