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Smartleaf Asset Management’s MDU Resources MDU Stock Holding History

Smartleaf 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 		$8.17K Hold
381
– – ﹤0.01% 2444
2026
Q1 		$7.85K Sell
381
-134
-26% -$2.75K ﹤0.01% 2445
2025
Q4 		$10.2K Buy
515
+449
+680% +$8.84K ﹤0.01% 2393
2025
Q3 		$1.17K Hold
66
– – ﹤0.01% 2718
2025
Q2 		$1.09K Sell
66
-27
-29% -$454 ﹤0.01% 2462
2025
Q1 		$1.55K Hold
93
– – ﹤0.01% 2530
2024
Q4 		$1.67K Buy
93
+41
+79% +$719 ﹤0.01% 2570
2024
Q3 		$794 Sell
52
-22
-30% -$313 ﹤0.01% 2704
2024
Q2 		$1.02K Sell
74
-363
-83% -$5.01K ﹤0.01% 2416
2024
Q1 		$5.93K Buy
+437
New +$5.06K ﹤0.01% 1164

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

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

Smartleaf Asset Management held its MDU Resources (MDU) position steady in Q2 2026 at 381 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.

Smartleaf Asset Management first reported a position in MDU in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.2K in Q4 2025. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Smartleaf Asset Management held 381 shares of MDU Resources worth $8.17K as of Q2 2026.
  • Smartleaf Asset Management left its MDU Resources share count unchanged in Q2 2026.
  • MDU Resources made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2444 holding.
  • Smartleaf Asset Management first reported a position in MDU Resources in Q1 2024 and has held it in 10 quarters since.
  • Smartleaf Asset Management's MDU Resources position peaked at $10.2K in Q4 2025.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.