Atticus Wealth Management’s MDU Resources MDU Stock Holding History

Atticus 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 Q3	–	Sell	-80	Closed	-$1.33K	–	451
2025 Q2	$1.33K	Hold	80	–	–	﹤0.01%	586
2025 Q1	$1.35K	Hold	80	–	–	﹤0.01%	462
2024 Q4	$1.44K	Sell	80 -64	-44%	-$1.12K	﹤0.01%	480
2024 Q3	$2.19K	Hold	144	–	–	﹤0.01%	465
2024 Q2	$2.01K	Hold	144	–	–	﹤0.01%	462
2024 Q1	$2.02K	Hold	144	–	–	﹤0.01%	478
2023 Q4	$1.58K	Hold	144	–	–	﹤0.01%	496
2023 Q3	$1.57K	Hold	144	–	–	﹤0.01%	517
2023 Q2	$1.68K	Sell	144 -66	-31%	-$742	﹤0.01%	504
2023 Q1	$2.44K	Hold	210	–	–	﹤0.01%	464
2022 Q4	$2.43K	Hold	210	–	–	﹤0.01%	455
2022 Q3	$2K	Hold	210	–	–	﹤0.01%	504
2022 Q2	$2K	Hold	210	–	–	﹤0.01%	537
2022 Q1	$2K	Hold	210	–	–	﹤0.01%	530
2021 Q4	$2K	Buy	+210	New	+$2.37K	﹤0.01%	414

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Barrow, Hanley, Mewhinney & Strauss

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

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return