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
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 $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings's MDU Position: Q1 2026 in Review

Pathstone Holdings increased its MDU Resources (MDU) stake by 0.56% in Q1 2026, buying an estimated $1.27K and bringing the position to 11,161 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

Pathstone Holdings first reported a position in MDU in Q1 2024 and has held it in 7 quarters since. The position peaked at $360K in Q3 2025. 418 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Pathstone Holdings held 11,161 shares of MDU Resources worth $232K as of Q1 2026.
  • Pathstone Holdings bought 62 MDU Resources shares in Q1 2026, an estimated $1.27K.
  • MDU Resources made up ﹤0.01% of Pathstone Holdings's portfolio in Q1 2026, its #2054 holding.
  • Pathstone Holdings first reported a position in MDU Resources in Q1 2024 and has held it in 7 quarters since.
  • Pathstone Holdings's MDU Resources position peaked at $360K in Q3 2025.
  • 418 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.