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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

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

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Atticus Wealth Management's MDU Position: Q3 2025 in Review

Atticus Wealth Management sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 80 shares — an estimated $1.33K sold.

Atticus Wealth Management first reported a position in MDU in Q4 2021 and held it in 15 quarters. The position peaked at $2.44K in Q1 2023. 406 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

Atticus Wealth Management reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 80 MDU Resources shares in Q3 2025, an estimated $1.33K.
Atticus Wealth Management first reported a position in MDU Resources in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's MDU Resources position peaked at $2.44K in Q1 2023.
406 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.