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Rothschild Investment LLC’s MDU Resources MDU Stock Holding History

Rothschild Investment LLC’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 		$2.44K Buy
115
+74
+180% +$1.61K ﹤0.01% 2674
2026
Q1 		$850 Buy
41
+26
+173% +$533 ﹤0.01% 2939
2025
Q4 		$293 Buy
15
+2
+15% +$39 ﹤0.01% 3050
2025
Q3 		$232 Buy
+13
New +$217 ﹤0.01% 2988
2025
Q2 		– Sell
-15
Closed -$254 – 3120
2025
Q1 		$254 Buy
+15
New +$259 ﹤0.01% 2796

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's MDU Position: Q2 2026 in Review

Rothschild Investment LLC increased its MDU Resources (MDU) stake by 180% in Q2 2026, buying an estimated $1.61K and bringing the position to 115 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Rothschild Investment LLC first reported a position in MDU in Q1 2025 and has held it in 5 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Rothschild Investment LLC held 115 shares of MDU Resources worth $2.44K as of Q2 2026.
  • Rothschild Investment LLC bought 74 MDU Resources shares in Q2 2026, an estimated $1.61K.
  • MDU Resources made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2674 holding.
  • Rothschild Investment LLC first reported a position in MDU Resources in Q1 2025 and has held it in 5 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.