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United Capital Financial Advisors’s MDU Resources MDU Stock Holding History

United Capital Financial 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 		– Sell
-18,798
Closed -$389K – 1696
2026
Q1 		$389K Buy
+18,798
New +$385K ﹤0.01% 1199
2020
Q2 		– Sell
-868,157
Closed -$7.1M – 1227
2020
Q1 		$7.1M Sell
868,157
-47,338
-5% -$498K 0.06% 284
2019
Q4 		$10.3M Sell
915,495
-195,268
-18% -$2.13M 0.07% 310
2019
Q3 		$11.9M Sell
1,110,763
-763
-0.1% -$7.79K 0.08% 264
2019
Q2 		$10.9M Sell
1,111,526
-726
-0.1% -$7.07K 0.07% 284
2019
Q1 		$10.9M Sell
1,112,252
-4,426
-0.4% -$43K 0.08% 281
2018
Q4 		$10.1M Buy
1,116,678
+4,258
+0.4% +$41.5K 0.08% 251
2018
Q3 		$10.9M Buy
1,112,420
+1,051,286
+1,720% +$11.2M 0.08% 285
2018
Q2 		$667K Buy
61,134
+967
+2% +$10.3K 0.01% 866
2018
Q1 		$644K Sell
60,167
-49
-0.1% -$498 ﹤0.01% 890
2017
Q4 		$615K Sell
60,216
-83,202
-58% -$852K ﹤0.01% 907
2017
Q3 		$1.42M Buy
+143,418
New +$1.43M 0.01% 675

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

United Capital Financial Advisors's MDU Position: Q2 2026 in Review

United Capital Financial Advisors sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 18,798 shares — an estimated $389K sold.

United Capital Financial Advisors first reported a position in MDU in Q3 2017 and held it in 12 quarters. The position peaked at $11.9M in Q3 2019. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • United Capital Financial Advisors reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 18,798 MDU Resources shares in Q2 2026, an estimated $389K.
  • United Capital Financial Advisors first reported a position in MDU Resources in Q3 2017 and held it in 12 quarters.
  • United Capital Financial Advisors's MDU Resources position peaked at $11.9M in Q3 2019.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.