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 $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return