Private Trust Company’s MDU Resources MDU Stock Holding History

Private Trust Company’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	$2.07K	Hold	100	–	–	﹤0.01%	2382
2025 Q4	$1.95K	Hold	100	–	–	﹤0.01%	2354
2025 Q3	$1.78K	Hold	100	–	–	﹤0.01%	2361
2025 Q2	$1.67K	Hold	100	–	–	﹤0.01%	2299
2025 Q1	$1.69K	Buy	+100	New	+$1.73K	﹤0.01%	2288
2024 Q4	–	Sell	-542	Closed	-$8.22K	–	2377
2024 Q3	$8.22K	Hold	542	–	–	﹤0.01%	1793
2024 Q2	$7.53K	Buy	+542	New	+$7.49K	﹤0.01%	1780
2022 Q3	–	Sell	-989	Closed	-$10K	–	2133
2022 Q2	$10K	Buy	+989	New	+$10.1K	﹤0.01%	1502
2014 Q4	–	Sell	-1,849	Closed	-$20K	–	811
2014 Q3	$20K	Hold	1,849	–	–	0.01%	850
2014 Q2	$25K	Hold	1,849	–	–	0.01%	773
2014 Q1	$24K	Sell	1,849 -2,661	-59%	-$33K	0.01%	693
2013 Q4	$52K	Hold	4,510	–	–	0.02%	447
2013 Q3	$48K	Hold	4,510	–	–	0.02%	441
2013 Q2	$44K	Buy	+4,510	New	+$43.4K	0.02%	436

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