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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's MDU Position: Q1 2026 in Review

Summit Trail Advisors increased its MDU Resources (MDU) stake by 78% in Q1 2026, buying an estimated $702K and bringing the position to 78,102 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #683.

Summit Trail Advisors first reported a position in MDU in Q4 2017 and has held it in 5 quarters since. 418 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Summit Trail Advisors held 78,102 shares of MDU Resources worth $1.62M as of Q1 2026.
  • Summit Trail Advisors bought 34,287 MDU Resources shares in Q1 2026, an estimated $702K.
  • MDU Resources made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #683 holding.
  • Summit Trail Advisors first reported a position in MDU Resources in Q4 2017 and has held it in 5 quarters since.
  • 418 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.