Wellington Group’s MDU Resources MDU Stock Holding History

Wellington 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 Q2	–	Sell	-1,538	Closed	-$31.9K	–	281
2026 Q1	$31.9K	Sell	1,538 -1,350	-47%	-$27.7K	0.01%	321
2025 Q4	$56.4K	Buy	+2,888	New	+$56.8K	0.02%	247

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

Wellington Group's MDU Position: Q2 2026 in Review

Wellington Group sold out of MDU Resources (MDU) in Q2 2026, closing a stake of 1,538 shares — an estimated $31.9K sold.

Wellington Group first reported a position in MDU in Q4 2025 and held it in 2 quarters. The position peaked at $56.4K in Q4 2025. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Wellington Group reported no remaining MDU Resources position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 1,538 MDU Resources shares in Q2 2026, an estimated $31.9K.
Wellington Group first reported a position in MDU Resources in Q4 2025 and held it in 2 quarters.
Wellington Group's MDU Resources position peaked at $56.4K in Q4 2025.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.