Inspire Investing’s MDU Resources MDU Stock Holding History

Inspire Investing’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
2026 Q1	$518K	Sell	24,998 -9,758	-28%	-$200K	0.03%	568
2025 Q4	$678K	Buy	34,756 +9,370	+37%	+$184K	0.06%	254
2025 Q3	$452K	Sell	25,386 -15,046	-37%	-$251K	0.04%	663
2025 Q2	$674K	Buy	40,432 +19,940	+97%	+$335K	0.07%	252
2025 Q1	$347K	Sell	20,492 -1,784	-8%	-$30.8K	0.04%	369
2024 Q4	$401K	Sell	22,276 -4,833	-18%	-$84.8K	0.04%	501
2024 Q3	$412K	Buy	27,109 +1,864	+7%	+$26.5K	0.04%	614
2024 Q2	$351K	Sell	25,245 -554	-2%	-$7.65K	0.04%	615
2024 Q1	$360K	Sell	25,799 -9,240	-26%	-$107K	0.04%	477
2023 Q4	$384K	Buy	35,039 +6,720	+24%	+$70.9K	0.04%	521
2023 Q3	$307K	Buy	28,319 +1,213	+4%	+$14K	0.04%	533
2023 Q2	$314K	Buy	27,106 +3,616	+15%	+$40.7K	0.04%	538
2023 Q1	$272K	Buy	23,490 +3,074	+15%	+$35.7K	0.03%	678
2022 Q4	$236K	Buy	20,416 +468	+2%	+$5.26K	0.03%	552
2022 Q3	$207K	Sell	19,948 -744	-4%	-$8.21K	0.03%	511
2022 Q2	$212K	Sell	20,692 -2,596	-11%	-$26.4K	0.03%	548
2022 Q1	$236K	Buy	23,288 +2,188	+10%	+$23.2K	0.03%	510
2021 Q4	$247K	Buy	21,100 +271	+1%	+$3.06K	0.03%	659
2021 Q3	$235K	Buy	+20,829	New	+$249K	0.03%	486

Other funds holding MDU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

EARNEST Partners

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America

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

SEI Investments

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

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