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Caldwell Trust’s MDU Resources MDU Stock Holding History

Caldwell Trust’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 		$21.5K Hold
1,040
– – ﹤0.01% 588
2025
Q4 		$20.3K Hold
1,040
– – ﹤0.01% 584
2025
Q3 		$18.5K Hold
1,040
– – ﹤0.01% 581
2025
Q2 		$17.3K Hold
1,040
– – ﹤0.01% 578
2025
Q1 		$17.6K Hold
1,040
– – ﹤0.01% 578
2024
Q4 		$18.7K Sell
1,040
-837
-45% -$14.7K ﹤0.01% 556
2024
Q3 		$28.5K Hold
1,877
– – ﹤0.01% 512
2024
Q2 		$26.1K Hold
1,877
– – ﹤0.01% 517
2024
Q1 		$26.2K Hold
1,877
– – ﹤0.01% 525
2023
Q4 		$20.6K Hold
1,877
– – ﹤0.01% 547
2023
Q3 		$20.4K Hold
1,877
– – ﹤0.01% 540
2023
Q2 		$21.8K Sell
1,877
-858
-31% -$9.65K ﹤0.01% 545
2023
Q1 		$31.7K Hold
2,735
– – ﹤0.01% 493
2022
Q4 		$31.6K Sell
2,735
-1,094
-29% -$12.3K ﹤0.01% 486
2022
Q3 		$39.8K Sell
3,829
-547
-13% -$6.04K 0.01% 462
2022
Q2 		$44.9K Hold
4,376
– – 0.01% 459
2022
Q1 		$44.3K Hold
4,376
– – 0.01% 479
2021
Q4 		$51.3K Hold
4,376
– – 0.01% 462
2021
Q3 		$49.4K Hold
4,376
– – 0.01% 450
2021
Q2 		$52.1K Hold
4,376
– – 0.01% 442
2021
Q1 		$52.6K Hold
4,376
– – 0.01% 425
2020
Q4 		$43.8K Hold
4,376
– – 0.01% 434
2020
Q3 		$37.4K Hold
4,376
– – 0.01% 441
2020
Q2 		$36.9K Hold
4,376
– – 0.01% 457
2020
Q1 		$35.8K Sell
4,376
-547
-11% -$5.76K 0.01% 457
2019
Q4 		$55.6K Buy
+4,923
New +$53.7K 0.01% 443

Other funds holding MDU

BlackRock
BlackRock New York $5.72T 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
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caldwell Trust's MDU Position: Q1 2026 in Review

Caldwell Trust held its MDU Resources (MDU) position steady in Q1 2026 at 1,040 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Caldwell Trust first reported a position in MDU in Q4 2019 and has held it in 26 quarters since. The position peaked at $55.6K in Q4 2019. 419 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Caldwell Trust held 1,040 shares of MDU Resources worth $21.5K as of Q1 2026.
  • Caldwell Trust left its MDU Resources share count unchanged in Q1 2026.
  • MDU Resources made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #588 holding.
  • Caldwell Trust first reported a position in MDU Resources in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's MDU Resources position peaked at $55.6K in Q4 2019.
  • 419 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.