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Summit Securities Group’s MDU Resources MDU Stock Holding History

Summit Securities Group’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
-4,238
Closed -$82.7K – 1251
2025
Q4 		$82.7K Buy
+4,238
New +$83.4K 0.01% 508

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

Summit Securities Group's MDU Position: Q1 2026 in Review

Summit Securities Group sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 4,238 shares — an estimated $82.7K sold.

Summit Securities Group first reported a position in MDU in Q4 2025 and held it in 1 quarter. The position peaked at $82.7K in Q4 2025. 420 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Summit Securities Group reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 4,238 MDU Resources shares in Q1 2026, an estimated $82.7K.
  • Summit Securities Group first reported a position in MDU Resources in Q4 2025 and held it in 1 quarter.
  • Summit Securities Group's MDU Resources position peaked at $82.7K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.