44 Wealth Management’s MDU Resources MDU Stock Holding History

44 Wealth Management’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
2025 Q4	–	Sell	-10,005	Closed	-$178K	–	206
2025 Q3	$178K	Buy	+10,005	New	+$167K	0.06%	198
2024 Q4	–	Sell	-17,687	Closed	-$283K	–	194
2024 Q3	$283K	Buy	+17,687	New	+$252K	0.1%	172
2023 Q2	–	Sell	-23,716	Closed	-$275K	–	176
2023 Q1	$275K	Buy	23,716 +157	+0.7%	+$1.82K	0.09%	151
2022 Q4	$272K	Buy	23,559 +169	+0.7%	+$1.9K	0.09%	149
2022 Q3	$243K	Buy	23,390 +171	+0.7%	+$1.89K	0.1%	148
2022 Q2	$238K	Buy	23,219 +171	+0.7%	+$1.74K	0.09%	154
2022 Q1	$234K	Buy	23,048 +263	+1%	+$2.79K	0.08%	155
2021 Q4	$267K	Buy	22,785 +2,104	+10%	+$23.7K	0.09%	154
2021 Q3	$233K	Buy	20,681 +123	+0.6%	+$1.47K	0.09%	154
2021 Q2	$245K	Buy	20,558 +124	+0.6%	+$1.55K	0.09%	154
2021 Q1	$246K	Buy	20,434 +150	+0.7%	+$1.64K	0.1%	143
2020 Q4	$203K	Buy	+20,284	New	+$190K	0.09%	153

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

44 Wealth Management's MDU Position: Q4 2025 in Review

44 Wealth Management sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 10,005 shares — an estimated $178K sold.

44 Wealth Management first reported a position in MDU in Q4 2020 and held it in 12 quarters. The position peaked at $283K in Q3 2024. 416 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

44 Wealth Management reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
44 Wealth Management sold 10,005 MDU Resources shares in Q4 2025, an estimated $178K.
44 Wealth Management first reported a position in MDU Resources in Q4 2020 and held it in 12 quarters.
44 Wealth Management's MDU Resources position peaked at $283K in Q3 2024.
416 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on 44 Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.