LRI Investments’s MDU Resources MDU Stock Holding History

LRI Investments’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 Q2	$2.15K	Buy	101 +13	+15%	+$283	﹤0.01%	1268
2026 Q1	$1.83K	Hold	88	–	–	﹤0.01%	1270
2025 Q4	$1.72K	Hold	88	–	–	﹤0.01%	1220
2025 Q3	$1.57K	Hold	88	–	–	﹤0.01%	1226
2025 Q2	$1.47K	Hold	88	–	–	﹤0.01%	1188
2025 Q1	$1.49K	Hold	88	–	–	﹤0.01%	1126
2024 Q4	$1.59K	Sell	88 -71	-45%	-$1.25K	﹤0.01%	1090
2024 Q3	$1.58K	Hold	159	–	–	﹤0.01%	1081
2024 Q2	$2.21K	Hold	159	–	–	﹤0.01%	1043
2024 Q1	$2.21K	Buy	+159	New	+$1.84K	﹤0.01%	736

Other funds holding MDU

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return