Summit Trail Advisors’s MDU Resources MDU Stock Holding History

Summit Trail Advisors’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	$1.52M	Sell	71,801 -6,301	-8%	-$137K	0.02%	784
2026 Q1	$1.62M	Buy	78,102 +34,287	+78%	+$702K	0.02%	683
2025 Q4	$859K	Sell	43,815 -12,990	-23%	-$256K	0.01%	892
2025 Q3	$1.01M	Buy	56,805 +43,215	+318%	+$721K	0.01%	826
2025 Q2	$224K	Buy	+13,590	New	+$229K	﹤0.01%	1026
2018 Q1	–	Sell	-1,915	Closed	-$19K	–	1172
2017 Q4	$19K	Buy	+1,915	New	+$19.6K	﹤0.01%	1058

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Trail Advisors's MDU Position: Q2 2026 in Review

Summit Trail Advisors reduced its MDU Resources (MDU) stake by 8.1% in Q2 2026, selling an estimated $137K and leaving 71,801 shares worth $1.52M. The position accounts for 0.02% of the portfolio, ranked #784.

Summit Trail Advisors first reported a position in MDU in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.62M in Q1 2026. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Summit Trail Advisors held 71,801 shares of MDU Resources worth $1.52M as of Q2 2026.
Summit Trail Advisors sold 6,301 MDU Resources shares in Q2 2026, an estimated $137K.
MDU Resources made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #784 holding.
Summit Trail Advisors first reported a position in MDU Resources in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's MDU Resources position peaked at $1.62M in Q1 2026.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.