Wellington Management Group
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Wellington Management Group’s MDU Resources MDU Stock Holding History

Wellington Management 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 		$2M Buy
94,397
+29,599
+46% +$644K ﹤0.01% 1624
2026
Q1 		$1.34M Buy
+64,798
New +$1.33M ﹤0.01% 1621
2022
Q1 		– Sell
-28,495
Closed -$334K – 2170
2021
Q4 		$334K Hold
28,495
– – ﹤0.01% 2056
2021
Q3 		$321K Hold
28,495
– – ﹤0.01% 2031
2021
Q2 		$340K Sell
28,495
-2,627
-8% -$32.9K ﹤0.01% 1999
2021
Q1 		$374K Sell
31,122
-28,863
-48% -$315K ﹤0.01% 1924
2020
Q4 		$600K Sell
59,985
-902
-1% -$8.43K ﹤0.01% 1683
2020
Q3 		$521K Buy
+60,887
New +$523K ﹤0.01% 1692
2020
Q2 		– Sell
-51,964
Closed -$425K – 1926
2020
Q1 		$425K Sell
51,964
-105,777
-67% -$1.11M ﹤0.01% 1730
2019
Q4 		$1.78M Buy
+157,741
New +$1.72M ﹤0.01% 1579
2019
Q3 		– Sell
-27,211
Closed -$267K – 2077
2019
Q2 		$267K Hold
27,211
– – ﹤0.01% 1990
2019
Q1 		$267K Sell
27,211
-298,642
-92% -$2.9M ﹤0.01% 1976
2018
Q4 		$2.95M Buy
325,853
+271,217
+496% +$2.65M ﹤0.01% 1532
2018
Q3 		$534K Buy
+54,636
New +$585K ﹤0.01% 2023
2018
Q1 		– Sell
-46,310
Closed -$473K – 2271
2017
Q4 		$473K Sell
46,310
-25,157
-35% -$258K ﹤0.01% 2050
2017
Q3 		$705K Buy
+71,467
New +$713K ﹤0.01% 1972
2017
Q1 		– Sell
-43,156
Closed -$472K – 2279
2016
Q4 		$472K Buy
43,156
+904
+2% +$9.35K ﹤0.01% 2015
2016
Q3 		$409K Buy
+42,252
New +$386K ﹤0.01% 2022
2016
Q1 		– Sell
-69,463
Closed -$484K – 2181
2015
Q4 		$484K Sell
69,463
-5,009,807
-99% -$34.7M ﹤0.01% 1982
2015
Q3 		$33.2M Sell
5,079,270
-656,688
-11% -$4.47M 0.01% 811
2015
Q2 		$42.6M Buy
+5,735,958
New +$46.1M 0.01% 779
2014
Q3 		– Sell
-47,504
Closed -$634K – 2207
2014
Q2 		$634K Buy
47,504
+20,487
+76% +$268K ﹤0.01% 1925
2014
Q1 		$352K Buy
+27,017
New +$335K ﹤0.01% 2043

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

Wellington Management Group's MDU Position: Q2 2026 in Review

Wellington Management Group increased its MDU Resources (MDU) stake by 46% in Q2 2026, buying an estimated $644K and bringing the position to 94,397 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

Wellington Management Group first reported a position in MDU in Q1 2014 and has held it in 23 quarters since. The position peaked at $42.6M in Q2 2015. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Wellington Management Group held 94,397 shares of MDU Resources worth $2M as of Q2 2026.
  • Wellington Management Group bought 29,599 MDU Resources shares in Q2 2026, an estimated $644K.
  • MDU Resources made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1624 holding.
  • Wellington Management Group first reported a position in MDU Resources in Q1 2014 and has held it in 23 quarters since.
  • Wellington Management Group's MDU Resources position peaked at $42.6M in Q2 2015.
  • 438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

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