Diversified Trust
MDU icon

Diversified Trust’s MDU Resources MDU Stock Holding History

Diversified 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
Q3 		$439K Buy
+23,665
New +$474K 0.01% 733
2021
Q4 		– Sell
-26,194
Closed -$296K – 876
2021
Q3 		$296K Sell
26,194
-2,459
-9% -$29.4K 0.01% 598
2021
Q2 		$341K Buy
28,653
+9,581
+50% +$120K 0.01% 503
2021
Q1 		$229K Buy
+19,072
New +$208K 0.01% 644

Other funds holding MDU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Diversified Trust's MDU Position: Q3 2026 in Review

Diversified Trust opened a new position in MDU Resources (MDU) in Q3 2026: 23,665 shares worth $439K. The stake represents 0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Diversified Trust previously reported a position in MDU as recently as Q3 2021.

Diversified Trust first reported a position in MDU in Q1 2021 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold MDU as of Q3 2026.

  • Diversified Trust held 23,665 shares of MDU Resources worth $439K as of Q3 2026.
  • MDU Resources was a new Diversified Trust position in Q3 2026.
  • MDU Resources made up 0.01% of Diversified Trust's portfolio in Q3 2026, its #733 holding.
  • Diversified Trust first reported a position in MDU Resources in Q1 2021 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held MDU Resources as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.