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Arax Advisory Partners’s MDU Resources MDU Stock Holding History

Arax Advisory Partners’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 		$36.2K Buy
1,747
+22
+1% +$451 ﹤0.01% 1820
2025
Q4 		$33.7K Sell
1,725
-1,869
-52% -$36.8K ﹤0.01% 1830
2025
Q3 		$64K Buy
3,594
+3,187
+783% +$53.2K ﹤0.01% 1720
2025
Q2 		$6.79K Buy
407
+340
+507% +$5.72K ﹤0.01% 2129
2025
Q1 		$1.13K Sell
67
-1,514
-96% -$26.1K ﹤0.01% 2269
2024
Q4 		$28.5K Sell
1,581
-1,251
-44% -$21.9K ﹤0.01% 1077
2024
Q3 		$43K Buy
2,832
+99
+4% +$1.41K ﹤0.01% 777
2024
Q2 		$38K Buy
+2,733
New +$37.7K ﹤0.01% 749

Other funds holding MDU

BlackRock
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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return