MSH Capital Advisors’s MDU Resources MDU Stock Holding History

MSH 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
2026 Q1	$204K	Sell	9,823 -4,941	-33%	-$101K	0.04%	269
2025 Q4	$288K	Buy	14,764 +39	+0.3%	+$768	0.06%	226
2025 Q3	$262K	Buy	14,725 +19	+0.1%	+$317	0.07%	214
2025 Q2	$245K	Sell	14,706 -2,401	-14%	-$40.4K	0.07%	215
2025 Q1	$289K	Buy	17,107 +18	+0.1%	+$311	0.09%	191
2024 Q4	$308K	Sell	17,089 -13,757	-45%	-$241K	0.1%	184
2024 Q3	$468K	Buy	30,846 +4,412	+17%	+$62.8K	0.14%	156
2024 Q2	$368K	Buy	26,434 +289	+1%	+$3.99K	0.12%	165
2024 Q1	$365K	Buy	+26,145	New	+$303K	0.13%	160
2023 Q2	–	Sell	-23,130	Closed	-$268K	–	219
2023 Q1	$268K	Hold	23,130	–	–	0.11%	170
2022 Q4	$267K	Hold	23,130	–	–	0.12%	163
2022 Q3	$241K	Hold	23,130	–	–	0.12%	166
2022 Q2	$237K	Hold	23,130	–	–	0.11%	170
2022 Q1	$234K	Sell	23,130 -1,578	-6%	-$16.7K	0.1%	182
2021 Q4	$290K	Buy	+24,708	New	+$279K	0.13%	153

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