Rothwell Investment Advisors, LLC’s MDU Resources MDU Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$7.17K	Buy	+387	New	+$7.76K	﹤0.01%	836

Other funds holding MDU

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MDU Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in MDU Resources (MDU) in Q3 2026: 387 shares worth $7.17K. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings.

185 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

Rothwell Investment Advisors, LLC held 387 shares of MDU Resources worth $7.17K as of Q3 2026.
MDU Resources was a new Rothwell Investment Advisors, LLC position in Q3 2026.
MDU Resources made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #836 holding.
185 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.