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Rossby Financial’s MDU Resources MDU Stock Holding History

Rossby Financial’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 		$8.38K Sell
395
-21
-5% -$457 ﹤0.01% 1236
2026
Q1 		$8.75K Buy
416
+141
+51% +$2.89K ﹤0.01% 1303
2025
Q4 		$5.37K Hold
275
– – ﹤0.01% 1093
2025
Q3 		$4.83K Hold
275
– – ﹤0.01% 989
2025
Q2 		$4.58K Hold
275
– – ﹤0.01% 915
2025
Q1 		$4.64K Buy
+275
New +$4.75K ﹤0.01% 817

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

Rossby Financial's MDU Position: Q2 2026 in Review

Rossby Financial reduced its MDU Resources (MDU) stake by 5% in Q2 2026, selling an estimated $457 and leaving 395 shares worth $8.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Rossby Financial first reported a position in MDU in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.75K in Q1 2026. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Rossby Financial held 395 shares of MDU Resources worth $8.38K as of Q2 2026.
  • Rossby Financial sold 21 MDU Resources shares in Q2 2026, an estimated $457.
  • MDU Resources made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1236 holding.
  • Rossby Financial first reported a position in MDU Resources in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's MDU Resources position peaked at $8.75K in Q1 2026.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.