WHG
MDU icon

Westwood Holdings Group’s MDU Resources MDU Stock Holding History

Westwood Holdings 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 		$68.3M Sell
3,221,909
-320,137
-9% -$6.96M 0.51% 53
2026
Q1 		$73.4M Buy
3,542,046
+1,789,472
+102% +$36.7M 0.53% 46
2025
Q4 		$34.2M Buy
+1,752,574
New +$34.5M 0.28% 132

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

Westwood Holdings Group's MDU Position: Q2 2026 in Review

Westwood Holdings Group reduced its MDU Resources (MDU) stake by 9% in Q2 2026, selling an estimated $6.96M and leaving 3,221,909 shares worth $68.3M. The position accounts for 0.51% of the portfolio, ranked #53.

Westwood Holdings Group first reported a position in MDU in Q4 2025 and has held it in 3 quarters since. The position peaked at $73.4M in Q1 2026. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Westwood Holdings Group held 3,221,909 shares of MDU Resources worth $68.3M as of Q2 2026.
  • Westwood Holdings Group sold 320,137 MDU Resources shares in Q2 2026, an estimated $6.96M.
  • MDU Resources made up 0.51% of Westwood Holdings Group's portfolio in Q2 2026, its #53 holding.
  • Westwood Holdings Group first reported a position in MDU Resources in Q4 2025 and has held it in 3 quarters since.
  • Westwood Holdings Group's MDU Resources position peaked at $73.4M in Q1 2026.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

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