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Oak Thistle LLC’s MDU Resources MDU Stock Holding History

Oak Thistle LLC’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
Q3 		– Sell
-71,446
Closed -$1.19M – 576
2025
Q2 		$1.19M Buy
71,446
+56,015
+363% +$942K 0.18% 224
2025
Q1 		$261K Buy
+15,431
New +$266K 0.05% 374
2024
Q1 		– Sell
-101,219
Closed -$1.11M – 432
2023
Q4 		$1.11M Buy
101,219
+72,164
+248% +$762K 0.32% 97
2023
Q3 		$315K Sell
29,055
-6,760
-19% -$77.8K 0.09% 377
2023
Q2 		$415K Buy
+35,815
New +$403K 0.22% 198

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Oak Thistle LLC's MDU Position: Q3 2025 in Review

Oak Thistle LLC sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 71,446 shares — an estimated $1.19M sold.

Oak Thistle LLC first reported a position in MDU in Q2 2023 and held it in 5 quarters. The position peaked at $1.19M in Q2 2025. 405 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

  • Oak Thistle LLC reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 71,446 MDU Resources shares in Q3 2025, an estimated $1.19M.
  • Oak Thistle LLC first reported a position in MDU Resources in Q2 2023 and held it in 5 quarters.
  • Oak Thistle LLC's MDU Resources position peaked at $1.19M in Q2 2025.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Oak Thistle LLC's 13F filing for Q3 2025, filed 7 Oct 2025.