GFPC
MDU icon

Global Financial Private Client’s MDU Resources MDU Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-27
Closed -$457 – 1036
2025
Q1 		$457 Buy
27
+15
+125% +$259 ﹤0.01% 1310
2024
Q4 		$216 Buy
+12
New +$211 ﹤0.01% 1235
2023
Q2 		– Sell
-665
Closed -$7.67K – 694
2023
Q1 		$7.67K Hold
665
– – ﹤0.01% 471
2022
Q4 		$7.68K Buy
+665
New +$7.47K ﹤0.01% 453

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Global Financial Private Client's MDU Position: Q2 2025 in Review

Global Financial Private Client sold out of MDU Resources (MDU) in Q2 2025, closing a stake of 27 shares — an estimated $457 sold.

Global Financial Private Client first reported a position in MDU in Q4 2022 and held it in 4 quarters. The position peaked at $7.68K in Q4 2022. 405 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

  • Global Financial Private Client reported no remaining MDU Resources position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 27 MDU Resources shares in Q2 2025, an estimated $457.
  • Global Financial Private Client first reported a position in MDU Resources in Q4 2022 and held it in 4 quarters.
  • Global Financial Private Client's MDU Resources position peaked at $7.68K in Q4 2022.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.