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Savant Capital’s MDU Resources MDU Stock Holding History

Savant Capital’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 		$608K Buy
28,977
+12,860
+80% +$280K ﹤0.01% 1122
2026
Q1 		$334K Buy
16,117
+4,026
+33% +$82.5K ﹤0.01% 1116
2025
Q4 		$236K Buy
12,091
+1,129
+10% +$22.2K ﹤0.01% 1201
2025
Q3 		$195K Buy
10,962
+729
+7% +$12.2K ﹤0.01% 1248
2025
Q2 		$171K Buy
10,233
+185
+2% +$3.11K ﹤0.01% 1162
2025
Q1 		$170K Sell
10,048
-132
-1% -$2.28K ﹤0.01% 1018
2024
Q4 		$183K Sell
10,180
-7,605
-43% -$133K ﹤0.01% 1334
2024
Q3 		$270K Buy
+17,785
New +$253K ﹤0.01% 1142

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

Savant Capital's MDU Position: Q2 2026 in Review

Savant Capital increased its MDU Resources (MDU) stake by 80% in Q2 2026, buying an estimated $280K and bringing the position to 28,977 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Savant Capital first reported a position in MDU in Q3 2024 and has held it in 8 quarters since. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Savant Capital held 28,977 shares of MDU Resources worth $608K as of Q2 2026.
  • Savant Capital bought 12,860 MDU Resources shares in Q2 2026, an estimated $280K.
  • MDU Resources made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1122 holding.
  • Savant Capital first reported a position in MDU Resources in Q3 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 Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.