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Greenleaf Trust’s MDU Resources MDU Stock Holding History

Greenleaf 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
Q2 		– Sell
-10,257
Closed -$173K – 827
2025
Q1 		$173K Sell
10,257
-82
-0.8% -$1.42K ﹤0.01% 782
2024
Q4 		$186K Sell
10,339
-8,175
-44% -$143K ﹤0.01% 787
2024
Q3 		$281K Buy
18,514
+1,607
+10% +$22.9K ﹤0.01% 687
2024
Q2 		$235K Hold
16,907
– – ﹤0.01% 703
2024
Q1 		$236K Buy
+16,907
New +$196K ﹤0.01% 691
2023
Q4 		– Sell
-18,149
Closed -$197K – 778
2023
Q3 		$197K Buy
18,149
+494
+3% +$5.69K ﹤0.01% 719
2023
Q2 		$205K Sell
17,655
-7,389
-30% -$83.1K ﹤0.01% 722
2023
Q1 		$290K Buy
25,044
+799
+3% +$9.28K ﹤0.01% 614
2022
Q4 		$280K Sell
24,245
-447
-2% -$5.02K ﹤0.01% 607
2022
Q3 		$257K Buy
+24,692
New +$273K ﹤0.01% 589

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Greenleaf Trust's MDU Position: Q2 2025 in Review

Greenleaf Trust sold out of MDU Resources (MDU) in Q2 2025, closing a stake of 10,257 shares — an estimated $173K sold.

Greenleaf Trust first reported a position in MDU in Q3 2022 and held it in 10 quarters. The position peaked at $290K in Q1 2023. 406 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

  • Greenleaf Trust reported no remaining MDU Resources position as of Q2 2025 after selling out during the quarter.
  • Greenleaf Trust sold 10,257 MDU Resources shares in Q2 2025, an estimated $173K.
  • Greenleaf Trust first reported a position in MDU Resources in Q3 2022 and held it in 10 quarters.
  • Greenleaf Trust's MDU Resources position peaked at $290K in Q1 2023.
  • 406 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Greenleaf Trust's 13F filing for Q2 2025, filed 17 Jul 2025.