Grey Fox Wealth Advisors’s MDU Resources MDU Stock Holding History

Grey Fox Wealth Advisors’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 Q4	–	Sell	-694	Closed	-$12.5K	–	420
2025 Q3	$12.5K	Buy	+694	New	+$11.6K	﹤0.01%	383
2023 Q2	–	Sell	-1,704	Closed	-$19.9K	–	354
2023 Q1	$19.9K	Hold	1,704	–	–	0.01%	257
2022 Q4	$19.7K	Buy	+1,704	New	+$19.1K	0.01%	235

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RRAM

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Grey Fox Wealth Advisors's MDU Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 694 shares — an estimated $12.5K sold.

Grey Fox Wealth Advisors first reported a position in MDU in Q4 2022 and held it in 3 quarters. The position peaked at $19.9K in Q1 2023. 414 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 694 MDU Resources shares in Q4 2025, an estimated $12.5K.
Grey Fox Wealth Advisors first reported a position in MDU Resources in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's MDU Resources position peaked at $19.9K in Q1 2023.
414 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.