Leonteq Securities AG’s MDU Resources MDU Stock Holding History

Leonteq Securities AG’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	-539	Closed	-$9.6K	–	1496
2025 Q3	$9.6K	Hold	539	–	–	﹤0.01%	1110
2025 Q2	$8.98K	Sell	539 -322	-37%	-$5.42K	﹤0.01%	1077
2025 Q1	$14.6K	Hold	861	–	–	﹤0.01%	1014
2024 Q4	$15.5K	Sell	861 -2,074	-71%	-$36.4K	﹤0.01%	1006
2024 Q3	$44.6K	Sell	2,935 -2,707	-48%	-$38.5K	0.01%	780
2024 Q2	$78.5K	Hold	5,642	–	–	0.01%	671
2024 Q1	$78.8K	Sell	5,642 -1,805	-24%	-$20.9K	0.01%	684
2023 Q4	$81.7K	Buy	7,447 +880	+13%	+$9.29K	0.01%	676
2023 Q3	$71.2K	Buy	6,567 +3,488	+113%	+$40.2K	0.01%	730
2023 Q2	$35.7K	Sell	3,079 -2,512	-45%	-$28.3K	﹤0.01%	887
2023 Q1	$64.8K	Hold	5,591	–	–	0.01%	741
2022 Q4	$64.5K	Hold	5,591	–	–	﹤0.01%	771
2022 Q3	$58.1K	Buy	+5,591	New	+$61.7K	﹤0.01%	770

Other funds holding MDU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

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

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

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

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

First Trust Advisors

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