Clearstead Trust’s MDU Resources MDU Stock Holding History

Clearstead 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
2025 Q4	–	Sell	-35	Closed	-$624	–	1318
2025 Q3	$624	Hold	35	–	–	﹤0.01%	1331
2025 Q2	$584	Buy	+35	New	+$589	﹤0.01%	1301

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

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

RRAM

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Clearstead Trust's MDU Position: Q4 2025 in Review

Clearstead Trust sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 35 shares — an estimated $624 sold.

Clearstead Trust first reported a position in MDU in Q2 2025 and held it in 2 quarters. The position peaked at $624 in Q3 2025. 416 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

Clearstead Trust reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 35 MDU Resources shares in Q4 2025, an estimated $624.
Clearstead Trust first reported a position in MDU Resources in Q2 2025 and held it in 2 quarters.
Clearstead Trust's MDU Resources position peaked at $624 in Q3 2025.
416 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.