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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Trust Inc's MDU Position: Q2 2026 in Review

Blue Trust Inc reduced its MDU Resources (MDU) stake by 5.2% in Q2 2026, selling an estimated $32.6K and leaving 27,560 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #435.

Blue Trust Inc first reported a position in MDU in Q2 2022 and has held it in 16 quarters since. The position peaked at $602K in Q1 2026. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Blue Trust Inc held 27,560 shares of MDU Resources worth $585K as of Q2 2026.
  • Blue Trust Inc sold 1,500 MDU Resources shares in Q2 2026, an estimated $32.6K.
  • MDU Resources made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #435 holding.
  • Blue Trust Inc first reported a position in MDU Resources in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's MDU Resources position peaked at $602K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.