Blue Trust Inc
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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
Q3 		$404K Sell
21,772
-5,788
-21% -$116K ﹤0.01% 550
2026
Q2 		$585K Sell
27,560
-1,500
-5% -$32.6K 0.01% 435
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 – 2510
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

Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Register Financial Advisors
Register Financial Advisors Atlanta, Georgia $320M AUM 31.84% 1-Year Est. Return

Blue Trust Inc's MDU Position: Q3 2026 in Review

Blue Trust Inc reduced its MDU Resources (MDU) stake by 21% in Q3 2026, selling an estimated $116K and leaving 21,772 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Blue Trust Inc first reported a position in MDU in Q2 2022 and has held it in 17 quarters since. The position peaked at $602K in Q1 2026. 115 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Blue Trust Inc held 21,772 shares of MDU Resources worth $404K as of Q3 2026.
  • Blue Trust Inc sold 5,788 MDU Resources shares in Q3 2026, an estimated $116K.
  • MDU Resources made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #550 holding.
  • Blue Trust Inc first reported a position in MDU Resources in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's MDU Resources position peaked at $602K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.