Blue Trust Inc’s MDU Resources MDU Stock Holding History

Blue Trust Inc’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	$602K	Buy	29,060 +2,942	+11%	+$60.3K	0.01%	429
2025 Q4	$510K	Buy	26,118 +22,106	+551%	+$435K	0.01%	474
2025 Q3	$71.5K	Hold	4,012	–	–	﹤0.01%	1228
2025 Q2	$66.9K	Buy	4,012 +20	+0.5%	+$336	﹤0.01%	1233
2025 Q1	$67.5K	Buy	3,992 +245	+7%	+$4.23K	﹤0.01%	1182
2024 Q4	$67.5K	Sell	3,747 -1,551	-29%	-$27.2K	﹤0.01%	1110
2024 Q3	$73.7K	Buy	5,298 +3,731	+238%	+$53.1K	﹤0.01%	1390
2024 Q2	$21.9K	Buy	+1,567	New	+$21.6K	﹤0.01%	1617
2024 Q1	–	Sell	-1,877	Closed	-$20K	–	2511
2023 Q4	$20K	Buy	1,877 +1,835	+4,369%	+$19.4K	﹤0.01%	1290
2023 Q3	$0	Sell	42 -34	-45%	-$391	﹤0.01%	2190
2023 Q2	$1K	Sell	76 -4,098	-98%	-$46.1K	﹤0.01%	1880
2023 Q1	$48K	Buy	4,174 +576	+16%	+$6.69K	﹤0.01%	1055
2022 Q4	$37K	Buy	3,598 +3,048	+554%	+$34.2K	﹤0.01%	1052
2022 Q3	$5K	Sell	550 -94	-15%	-$1.04K	﹤0.01%	1570
2022 Q2	$7K	Buy	+644	New	+$6.55K	﹤0.01%	1335

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