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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
2019
Q3 		– Sell
-341,885
Closed -$3.35M – 1414
2019
Q2 		$3.35M Sell
341,885
-4,734
-1% -$46.1K 0.02% 500
2019
Q1 		$3.4M Buy
+346,619
New +$3.37M 0.02% 484

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 $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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 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

United Capital Financial Advisors's MDU Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in MDU Resources (MDU) in Q1 2026: 18,798 shares worth $389K. The stake represents ﹤0.01% of the portfolio and ranks #1199 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in MDU as recently as Q1 2020.

United Capital Financial Advisors first reported a position in MDU in Q3 2017 and has held it in 12 quarters since. The position peaked at $11.9M in Q3 2019. 419 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • United Capital Financial Advisors held 18,798 shares of MDU Resources worth $389K as of Q1 2026.
  • MDU Resources was a new United Capital Financial Advisors position in Q1 2026.
  • MDU Resources made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1199 holding.
  • United Capital Financial Advisors first reported a position in MDU Resources in Q3 2017 and has held it in 12 quarters since.
  • United Capital Financial Advisors's MDU Resources position peaked at $11.9M in Q3 2019.
  • 419 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.