Horan Capital Advisors’s MDU Resources MDU Stock Holding History

Horan Capital 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 Q1	$169K	Hold	10,000	–	–	0.06%	118
2024 Q4	$180K	Sell	10,000 -8,050	-45%	-$141K	0.06%	111
2024 Q3	$274K	Hold	18,050	–	–	0.09%	103
2024 Q2	$251K	Hold	18,050	–	–	0.09%	101
2024 Q1	$252K	Hold	18,050	–	–	0.09%	105
2023 Q4	$198K	Hold	18,050	–	–	0.07%	116
2023 Q3	$196K	Hold	18,050	–	–	0.08%	112
2023 Q2	$209K	Sell	18,050 -8,249	-31%	-$92.8K	0.08%	103
2023 Q1	$305K	Hold	26,299	–	–	0.13%	85
2022 Q4	$303K	Hold	26,299	–	–	0.13%	82
2022 Q3	$274K	Hold	26,299	–	–	0.13%	78
2022 Q2	$270K	Hold	26,299	–	–	0.13%	78
2022 Q1	$267K	Hold	26,299	–	–	0.11%	82
2021 Q4	$308K	Hold	26,299	–	–	0.12%	79
2021 Q3	$297K	Hold	26,299	–	–	0.13%	81
2021 Q2	$313K	Hold	26,299	–	–	0.14%	74
2021 Q1	$316K	Hold	26,299	–	–	0.15%	70
2020 Q4	$263K	Hold	26,299	–	–	0.14%	75
2020 Q3	$225K	Hold	26,299	–	–	0.13%	77
2020 Q2	$222K	Buy	+26,299	New	+$219K	0.15%	70

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Horan Capital Advisors's MDU Position: Q1 2025 in Review

Horan Capital Advisors held its MDU Resources (MDU) position steady in Q1 2025 at 10,000 shares worth $169K. The position accounts for 0.06% of the portfolio, ranked #118.

Horan Capital Advisors first reported a position in MDU in Q2 2020 and has held it in 20 quarters since. The position peaked at $316K in Q1 2021. 402 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

Horan Capital Advisors held 10,000 shares of MDU Resources worth $169K as of Q1 2025.
Horan Capital Advisors left its MDU Resources share count unchanged in Q1 2025.
MDU Resources made up 0.06% of Horan Capital Advisors's portfolio in Q1 2025, its #118 holding.
Horan Capital Advisors first reported a position in MDU Resources in Q2 2020 and has held it in 20 quarters since.
Horan Capital Advisors's MDU Resources position peaked at $316K in Q1 2021.
402 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Horan Capital Advisors's 13F filing for Q1 2025, filed 7 May 2025.