Stone House Investment Management’s MDU Resources MDU Stock Holding History

Stone House Investment 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 Q1	$6.05K	Hold	292	–	–	﹤0.01%	428
2025 Q4	$5.7K	Hold	292	–	–	﹤0.01%	402
2025 Q3	$5.2K	Hold	292	–	–	﹤0.01%	361
2025 Q2	$4.87K	Hold	292	–	–	﹤0.01%	330
2025 Q1	$4.94K	Buy	+292	New	+$5.04K	﹤0.01%	316
2024 Q4	–	Sell	-527	Closed	-$8K	–	227
2024 Q3	$8K	Hold	527	–	–	﹤0.01%	237
2024 Q2	$7.33K	Hold	527	–	–	﹤0.01%	249
2024 Q1	$7.36K	Hold	527	–	–	﹤0.01%	258
2023 Q4	$5.78K	Hold	527	–	–	﹤0.01%	192
2023 Q3	$5.72K	Hold	527	–	–	﹤0.01%	195
2023 Q2	$6.11K	Sell	527 -241	-31%	-$2.71K	﹤0.01%	191
2023 Q1	$8.9K	Buy	+768	New	+$8.92K	﹤0.01%	170

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stone House Investment Management's MDU Position: Q1 2026 in Review

Stone House Investment Management held its MDU Resources (MDU) position steady in Q1 2026 at 292 shares worth $6.05K. The position accounts for ﹤0.01% of the portfolio, ranked #428.

Stone House Investment Management first reported a position in MDU in Q1 2023 and has held it in 12 quarters since. The position peaked at $8.9K in Q1 2023. 418 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

Stone House Investment Management held 292 shares of MDU Resources worth $6.05K as of Q1 2026.
Stone House Investment Management left its MDU Resources share count unchanged in Q1 2026.
MDU Resources made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #428 holding.
Stone House Investment Management first reported a position in MDU Resources in Q1 2023 and has held it in 12 quarters since.
Stone House Investment Management's MDU Resources position peaked at $8.9K in Q1 2023.
418 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.