Aquatic Capital Management’s MDU Resources MDU Stock Holding History

Aquatic Capital 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
2026 Q1	$1.37M	Sell	66,221 -54,543	-45%	-$1.12M	0.04%	478
2025 Q4	$2.36M	Buy	120,764 +40,427	+50%	+$796K	0.07%	342
2025 Q3	$1.43M	Sell	80,337 -48,612	-38%	-$812K	0.03%	571
2025 Q2	$2.15M	Buy	128,949 +77,521	+151%	+$1.3M	0.04%	456
2025 Q1	$870K	Buy	+51,428	New	+$888K	0.02%	634
2023 Q2	–	Sell	-20,776	Closed	-$241K	–	1595
2023 Q1	$241K	Sell	20,776 -43,393	-68%	-$504K	0.01%	546
2022 Q4	$740K	Buy	+64,169	New	+$721K	0.05%	401
2022 Q2	–	Sell	-6,575	Closed	-$67K	–	1428
2022 Q1	$67K	Buy	+6,575	New	+$69.6K	0.1%	230

Other funds holding MDU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return