OQS
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Occudo Quantitative Strategies’s MDU Resources MDU Stock Holding History

Occudo Quantitative Strategies’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
-68,304
Closed -$1.33M – 857
2025
Q4 		$1.33M Buy
68,304
+49,865
+270% +$981K 0.09% 269
2025
Q3 		$328K Buy
+18,439
New +$308K 0.04% 468
2025
Q2 		– Sell
-37,644
Closed -$627K – 797
2025
Q1 		$627K Buy
+37,644
New +$650K 0.08% 322
2024
Q2 		– Sell
-112,802
Closed -$1.57M – 889
2024
Q1 		$1.57M Sell
112,802
-22,883
-17% -$265K 0.28% 97
2023
Q4 		$1.49M Buy
+135,685
New +$1.43M 0.2% 139
2023
Q1 		– Sell
-68,109
Closed -$786K – 1080
2022
Q4 		$786K Buy
+68,109
New +$765K 0.09% 360
2022
Q2 		– Sell
-364,836
Closed -$3.7M – 1282
2022
Q1 		$3.7M Buy
364,836
+92,433
+34% +$979K 0.31% 56
2021
Q4 		$3.19M Buy
272,403
+69,584
+34% +$785K 0.28% 80
2021
Q3 		$2.29M Buy
202,819
+122,623
+153% +$1.47M 0.27% 66
2021
Q2 		$956K Buy
+80,196
New +$1.01M 0.15% 223
2021
Q1 		– Sell
-146,979
Closed -$1.47M – 858
2020
Q4 		$1.47M Buy
+146,979
New +$1.37M 0.46% 22

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

Occudo Quantitative Strategies's MDU Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 68,304 shares — an estimated $1.33M sold.

Occudo Quantitative Strategies first reported a position in MDU in Q4 2020 and held it in 11 quarters. The position peaked at $3.7M in Q1 2022. 420 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 68,304 MDU Resources shares in Q1 2026, an estimated $1.33M.
  • Occudo Quantitative Strategies first reported a position in MDU Resources in Q4 2020 and held it in 11 quarters.
  • Occudo Quantitative Strategies's MDU Resources position peaked at $3.7M in Q1 2022.
  • 420 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.