Pathstone Holdings
MDU icon

Pathstone Holdings’s MDU Resources MDU Stock Holding History

Pathstone Holdings’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 		$465K Buy
21,879
+10,718
+96% +$233K ﹤0.01% 1902
2026
Q1 		$232K Buy
11,161
+62
+0.6% +$1.27K ﹤0.01% 2054
2025
Q4 		$218K Sell
11,099
-9,123
-45% -$180K ﹤0.01% 2076
2025
Q3 		$360K Buy
+20,222
New +$338K ﹤0.01% 1936
2025
Q1 		– Sell
-12,337
Closed -$223K – 2337
2024
Q4 		$223K Sell
12,337
-9,103
-42% -$160K ﹤0.01% 2120
2024
Q3 		$326K Buy
21,440
+1,298
+6% +$18.5K ﹤0.01% 1934
2024
Q2 		$280K Buy
20,142
+2,236
+12% +$30.9K ﹤0.01% 1975
2024
Q1 		$250K Buy
+17,906
New +$207K ﹤0.01% 2031

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

Pathstone Holdings's MDU Position: Q2 2026 in Review

Pathstone Holdings increased its MDU Resources (MDU) stake by 96% in Q2 2026, buying an estimated $233K and bringing the position to 21,879 shares worth $465K. The position accounts for ﹤0.01% of the portfolio, ranked #1902.

Pathstone Holdings first reported a position in MDU in Q1 2024 and has held it in 8 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Pathstone Holdings held 21,879 shares of MDU Resources worth $465K as of Q2 2026.
  • Pathstone Holdings bought 10,718 MDU Resources shares in Q2 2026, an estimated $233K.
  • MDU Resources made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1902 holding.
  • Pathstone Holdings first reported a position in MDU Resources in Q1 2024 and has held it in 8 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.