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 Q2	$2.12K	Hold	100	–	–	﹤0.01%	2493
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 $6.73T AUM 46.02% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Trust Company's MDU Position: Q2 2026 in Review

Private Trust Company held its MDU Resources (MDU) position steady in Q2 2026 at 100 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Private Trust Company first reported a position in MDU in Q2 2013 and has held it in 15 quarters since. The position peaked at $52K in Q4 2013. 438 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Private Trust Company held 100 shares of MDU Resources worth $2.12K as of Q2 2026.
Private Trust Company left its MDU Resources share count unchanged in Q2 2026.
MDU Resources made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2493 holding.
Private Trust Company first reported a position in MDU Resources in Q2 2013 and has held it in 15 quarters since.
Private Trust Company's MDU Resources position peaked at $52K in Q4 2013.
438 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.