Patten Group’s MDU Resources MDU Stock Holding History

Patten Group’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 Q2	–	Sell	-28,349	Closed	-$479K	–	259
2025 Q1	$479K	Sell	28,349 -7,834	-22%	-$135K	0.11%	179
2024 Q4	$652K	Sell	36,183 -29,544	-45%	-$518K	0.14%	163
2024 Q3	$998K	Sell	65,727 -226	-0.3%	-$3.22K	0.22%	130
2024 Q2	$917K	Sell	65,953 -1,041	-2%	-$14.4K	0.22%	126
2024 Q1	$935K	Sell	66,994 -2,390	-3%	-$27.7K	0.23%	120
2023 Q4	$761K	Sell	69,384 -19,985	-22%	-$211K	0.21%	129
2023 Q3	$969K	Buy	89,369 +1,290	+1%	+$14.9K	0.29%	103
2023 Q2	$1.02M	Sell	88,079 -38,808	-31%	-$436K	0.15%	103
2023 Q1	$1.47M	Hold	126,887	–	–	0.44%	67
2022 Q4	$1.46M	Buy	126,887 +4,116	+3%	+$46.2K	0.46%	64
2022 Q3	$1.29M	Buy	122,771 +1,333	+1%	+$14.7K	0.44%	70
2022 Q2	$1.24M	Sell	121,438 -4,662	-4%	-$47.4K	0.4%	73
2022 Q1	$1.28M	Sell	126,100 -539	-0.4%	-$5.71K	0.36%	81
2021 Q4	$1.49M	Sell	126,639 -1,607	-1%	-$18.1K	0.39%	73
2021 Q3	$1.45M	Sell	128,246 -1,242	-1%	-$14.9K	0.43%	67
2021 Q2	$1.54M	Buy	129,488 +592	+0.5%	+$7.42K	0.45%	62
2021 Q1	$1.55M	Hold	128,896	–	–	0.5%	62
2020 Q4	$1.29M	Sell	128,896 -53	-0%	-$495	0.35%	71
2020 Q3	$1.1M	Buy	128,949 +642	+0.5%	+$5.51K	0.43%	71
2020 Q2	$1.08M	Buy	128,307 +15,543	+14%	+$129K	0.47%	67
2020 Q1	$922K	Sell	112,764 -9,139	-7%	-$96.2K	0.48%	65
2019 Q4	$1.38M	Buy	121,903 +447	+0.4%	+$4.88K	0.51%	58
2019 Q3	$1.3M	Buy	121,456 +750	+0.6%	+$7.66K	0.53%	56
2019 Q2	$1.18M	Buy	120,706 +1,249	+1%	+$12.2K	0.48%	63
2019 Q1	$1.17M	Buy	119,457 +302	+0.3%	+$2.93K	0.5%	64
2018 Q4	$1.08M	Sell	119,155 -8,913	-7%	-$87K	0.51%	59
2018 Q3	$1.25M	Buy	128,068 +4,608	+4%	+$49.3K	0.48%	61
2018 Q2	$1.35M	Sell	123,460 -1,583	-1%	-$16.9K	0.54%	54
2018 Q1	$1.34M	Hold	125,043	–	–	0.55%	55
2017 Q4	$1.28M	Sell	125,043 -1,052	-0.8%	-$10.8K	0.51%	57
2017 Q3	$1.24M	Buy	126,095 +1,052	+0.8%	+$10.5K	0.5%	61
2017 Q2	$1.24M	Buy	125,043 +5,786	+5%	+$59.2K	0.5%	58
2017 Q1	$1.25M	Buy	119,257 +2,288	+2%	+$23.9K	0.54%	54
2016 Q4	$1.3M	Buy	116,969 +2,330	+2%	+$24.1K	0.59%	51
2016 Q3	$1.09M	Buy	114,639 +40,084	+54%	+$366K	0.51%	57
2016 Q2	$680K	Hold	74,555	–	–	0.32%	78
2016 Q1	$552K	Hold	74,555	–	–	0.26%	87
2015 Q4	$519K	Sell	74,555 -1,315	-2%	-$9.11K	0.25%	94
2015 Q3	$496K	Hold	75,870	–	–	0.26%	96
2015 Q2	$563K	Hold	75,870	–	–	0.27%	92
2015 Q1	$616K	Sell	75,870 -789	-1%	-$6.69K	0.32%	90
2014 Q4	$685K	Buy	+76,659	New	+$740K	0.33%	84

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

Patten Group's MDU Position: Q2 2025 in Review

Patten Group sold out of MDU Resources (MDU) in Q2 2025, closing a stake of 28,349 shares — an estimated $479K sold.

Patten Group first reported a position in MDU in Q4 2014 and held it in 42 quarters. The position peaked at $1.55M in Q1 2021. 406 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

Patten Group reported no remaining MDU Resources position as of Q2 2025 after selling out during the quarter.
Patten Group sold 28,349 MDU Resources shares in Q2 2025, an estimated $479K.
Patten Group first reported a position in MDU Resources in Q4 2014 and held it in 42 quarters.
Patten Group's MDU Resources position peaked at $1.55M in Q1 2021.
406 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Patten Group's 13F filing for Q2 2025, filed 30 Jul 2025.