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OneAscent Financial Services’s MDU Resources MDU Stock Holding History

OneAscent Financial Services’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 		$386K Buy
18,206
+190
+1% +$4.13K 0.02% 437
2026
Q1 		$373K Buy
18,016
+635
+4% +$13K 0.02% 403
2025
Q4 		$339K Buy
17,381
+215
+1% +$4.23K 0.03% 321
2025
Q3 		$306K Sell
17,166
-34,661
-67% -$579K 0.02% 378
2025
Q2 		$864K Buy
+51,827
New +$872K 0.06% 204

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

OneAscent Financial Services's MDU Position: Q2 2026 in Review

OneAscent Financial Services increased its MDU Resources (MDU) stake by 1.1% in Q2 2026, buying an estimated $4.13K and bringing the position to 18,206 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #437.

OneAscent Financial Services first reported a position in MDU in Q2 2025 and has held it in 5 quarters since. The position peaked at $864K in Q2 2025. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • OneAscent Financial Services held 18,206 shares of MDU Resources worth $386K as of Q2 2026.
  • OneAscent Financial Services bought 190 MDU Resources shares in Q2 2026, an estimated $4.13K.
  • MDU Resources made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #437 holding.
  • OneAscent Financial Services first reported a position in MDU Resources in Q2 2025 and has held it in 5 quarters since.
  • OneAscent Financial Services's MDU Resources position peaked at $864K in Q2 2025.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.