Garde Capital’s MDU Resources MDU Stock Holding History

Garde Capital’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 Q3	–	Sell	-4,835	Closed	-$80.6K	–	577
2025 Q2	$80.6K	Hold	4,835	–	–	﹤0.01%	304
2025 Q1	$81.8K	Buy	+4,835	New	+$83.5K	﹤0.01%	295
2023 Q3	–	Sell	-10,678	Closed	-$124K	–	270
2023 Q2	$124K	Sell	10,678 -4,880	-31%	-$54.9K	0.01%	255
2023 Q1	$180K	Hold	15,558	–	–	0.02%	192
2022 Q4	$179K	Hold	15,558	–	–	0.02%	191
2022 Q3	$162K	Hold	15,558	–	–	0.02%	190
2022 Q2	$160K	Hold	15,558	–	–	0.02%	207
2022 Q1	$158K	Hold	15,558	–	–	0.02%	225
2021 Q4	$182K	Hold	15,558	–	–	0.02%	223
2021 Q3	$176K	Hold	15,558	–	–	0.02%	215
2021 Q2	$185K	Sell	15,558 -1,799	-10%	-$22.5K	0.02%	206
2021 Q1	$209K	Hold	17,357	–	–	0.02%	188
2020 Q4	$173K	Buy	+17,357	New	+$162K	0.02%	194

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

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

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

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

RRAM

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

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Garde Capital's MDU Position: Q3 2025 in Review

Garde Capital sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 4,835 shares — an estimated $80.6K sold.

Garde Capital first reported a position in MDU in Q4 2020 and held it in 13 quarters. The position peaked at $209K in Q1 2021. 407 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

Garde Capital reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 4,835 MDU Resources shares in Q3 2025, an estimated $80.6K.
Garde Capital first reported a position in MDU Resources in Q4 2020 and held it in 13 quarters.
Garde Capital's MDU Resources position peaked at $209K in Q1 2021.
407 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.