MassMutual Private Wealth & Trust’s MDU Resources MDU Stock Holding History

MassMutual Private Wealth & Trust’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	$1.68K	Hold	79	–	–	﹤0.01%	2052
2026 Q1	$1.64K	Sell	79 -113	-59%	-$2.31K	﹤0.01%	2019
2025 Q4	$3.75K	Hold	192	–	–	﹤0.01%	1799
2025 Q3	$3.42K	Buy	192 +113	+143%	+$1.89K	﹤0.01%	1813
2025 Q2	$1.32K	Hold	79	–	–	﹤0.01%	2057
2025 Q1	$1.34K	Hold	79	–	–	﹤0.01%	2042
2024 Q4	$1.42K	Sell	79 -2	-2%	-$35	﹤0.01%	1932
2024 Q3	$1.23K	Buy	81 +30	+59%	+$427	﹤0.01%	1800
2024 Q2	$703	Hold	51	–	–	﹤0.01%	1904
2024 Q1	$706	Hold	51	–	–	﹤0.01%	1787
2023 Q4	$554	Sell	51 -2,422	-98%	-$25.6K	﹤0.01%	1797
2023 Q3	$26.8K	Buy	2,473 +307	+14%	+$3.54K	﹤0.01%	738
2023 Q2	$25.1K	Sell	2,166 -845	-28%	-$9.5K	﹤0.01%	704
2023 Q1	$34.9K	Hold	3,011	–	–	﹤0.01%	594
2022 Q4	$35K	Hold	3,011	–	–	﹤0.01%	527
2022 Q3	$31K	Hold	3,011	–	–	﹤0.01%	521
2022 Q2	$31K	Hold	3,011	–	–	﹤0.01%	510
2022 Q1	$31K	Buy	3,011 +73	+2%	+$773	﹤0.01%	527
2021 Q4	$34K	Sell	2,938 -662	-18%	-$7.46K	﹤0.01%	527
2021 Q3	$41K	Buy	3,600 +662	+23%	+$7.93K	﹤0.01%	507
2021 Q2	$35K	Buy	+2,938	New	+$36.8K	﹤0.01%	512
2020 Q1	–	Sell	-894	Closed	-$10K	–	750
2019 Q4	$10K	Buy	+894	New	+$9.76K	﹤0.01%	623
2018 Q1	–	Sell	-2,270	Closed	-$23.2K	–	1042
2017 Q4	$23.2K	Buy	+2,270	New	+$23.3K	﹤0.01%	526
2015 Q3	–	Sell	-1,036	Closed	-$13.8K	–	858
2015 Q2	$13.8K	Buy	+1,036	New	+$8.32K	﹤0.01%	456
2014 Q3	–	Sell	-1,036	Closed	-$13.8K	–	806
2014 Q2	$13.8K	Buy	+1,036	New	+$13.5K	0.01%	329

Other funds holding MDU

RRAM

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

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MassMutual Private Wealth & Trust's MDU Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its MDU Resources (MDU) position steady in Q2 2026 at 79 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

MassMutual Private Wealth & Trust first reported a position in MDU in Q2 2014 and has held it in 25 quarters since. The position peaked at $41K in Q3 2021. 138 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

MassMutual Private Wealth & Trust held 79 shares of MDU Resources worth $1.68K as of Q2 2026.
MassMutual Private Wealth & Trust left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2052 holding.
MassMutual Private Wealth & Trust first reported a position in MDU Resources in Q2 2014 and has held it in 25 quarters since.
MassMutual Private Wealth & Trust's MDU Resources position peaked at $41K in Q3 2021.
138 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.