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Steve Schonfeld’s MDU Resources MDU Stock Holding History

Steve Schonfeld’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
Q1 		– Sell
-13,238
Closed -$258K – 2479
2025
Q4 		$258K Sell
13,238
-7,440
-36% -$146K ﹤0.01% 1624
2025
Q3 		$368K Sell
20,678
-85,967
-81% -$1.44M ﹤0.01% 1777
2025
Q2 		$1.78M Buy
+106,645
New +$1.79M 0.01% 1043
2024
Q2 		– Sell
-204,146
Closed -$2.85M – 2408
2024
Q1 		$2.85M Sell
204,146
-61,424
-23% -$711K 0.02% 862
2023
Q4 		$2.91M Buy
265,570
+232,836
+711% +$2.46M 0.02% 679
2023
Q3 		$355K Sell
32,734
-81,788
-71% -$942K ﹤0.01% 1294
2023
Q2 		$1.33M Buy
+114,522
New +$1.29M 0.01% 890
2023
Q1 		– Sell
-113,172
Closed -$1.31M – 2412
2022
Q4 		$1.31M Sell
113,172
-438,396
-79% -$4.93M 0.01% 1019
2022
Q3 		$5.74M Buy
+551,568
New +$6.09M 0.05% 489
2022
Q2 		– Sell
-540,184
Closed -$5.47M – 2806
2022
Q1 		$5.47M Buy
540,184
+486,519
+907% +$5.15M 0.05% 422
2021
Q4 		$630K Buy
+53,665
New +$605K 0.01% 1150
2021
Q3 		– Sell
-354,572
Closed -$4.22M – 2340
2021
Q2 		$4.22M Buy
+354,572
New +$4.44M 0.04% 504
2021
Q1 		– Sell
-521,790
Closed -$5.23M – 2007
2020
Q4 		$5.23M Buy
521,790
+467,351
+858% +$4.37M 0.07% 384
2020
Q3 		$466K Sell
54,439
-4,463
-8% -$38.3K 0.01% 941
2020
Q2 		$496K Buy
58,902
+31,551
+115% +$262K 0.01% 807
2020
Q1 		$224K Sell
27,351
-20,179
-42% -$212K 0.01% 869
2019
Q4 		$537K Buy
+47,530
New +$519K 0.01% 718
2019
Q2 		– Sell
-103,617
Closed -$1.02M – 1154
2019
Q1 		$1.02M Buy
103,617
+46,859
+83% +$455K 0.04% 499
2018
Q4 		$514K Buy
56,758
+6,191
+12% +$60.4K 0.02% 650
2018
Q3 		$494K Buy
50,567
+12,749
+34% +$136K 0.02% 579
2018
Q2 		$412K Buy
+37,818
New +$403K 0.02% 574

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

Steve Schonfeld's MDU Position: Q1 2026 in Review

Steve Schonfeld sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 13,238 shares — an estimated $258K sold.

Steve Schonfeld first reported a position in MDU in Q2 2018 and held it in 21 quarters. The position peaked at $5.74M in Q3 2022. 420 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Steve Schonfeld reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
  • Steve Schonfeld sold 13,238 MDU Resources shares in Q1 2026, an estimated $258K.
  • Steve Schonfeld first reported a position in MDU Resources in Q2 2018 and held it in 21 quarters.
  • Steve Schonfeld's MDU Resources position peaked at $5.74M in Q3 2022.
  • 420 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.