SAM
MDU icon

Sagewood Asset Management’s MDU Resources MDU Stock Holding History

Sagewood Asset Management’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 		$554K Buy
26,102
+4,489
+21% +$97.6K 0.13% 165
2026
Q1 		$448K Sell
21,613
-1,219
-5% -$25K 0.14% 145
2025
Q4 		$446K Buy
+22,832
New +$449K 0.16% 110

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

Sagewood Asset Management's MDU Position: Q2 2026 in Review

Sagewood Asset Management increased its MDU Resources (MDU) stake by 21% in Q2 2026, buying an estimated $97.6K and bringing the position to 26,102 shares worth $554K. The position accounts for 0.13% of the portfolio, ranked #165.

Sagewood Asset Management first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Sagewood Asset Management held 26,102 shares of MDU Resources worth $554K as of Q2 2026.
  • Sagewood Asset Management bought 4,489 MDU Resources shares in Q2 2026, an estimated $97.6K.
  • MDU Resources made up 0.13% of Sagewood Asset Management's portfolio in Q2 2026, its #165 holding.
  • Sagewood Asset Management first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.