Red Tortoise LLC’s MDU Resources MDU Stock Holding History

Red Tortoise 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
2026 Q1	$1.28K	Hold	62	–	–	﹤0.01%	572
2025 Q4	$1.21K	Hold	62	–	–	﹤0.01%	578
2025 Q3	$1.1K	Hold	62	–	–	﹤0.01%	568
2025 Q2	$1.03K	Hold	62	–	–	﹤0.01%	572
2025 Q1	$1.05K	Hold	62	–	–	﹤0.01%	553
2024 Q4	$1.12K	Sell	62 -50	-45%	-$877	﹤0.01%	564
2024 Q3	$1.7K	Hold	112	–	–	﹤0.01%	532
2024 Q2	$1.56K	Hold	112	–	–	﹤0.01%	548
2024 Q1	$1.56K	Hold	112	–	–	﹤0.01%	531
2023 Q4	$1.23K	Hold	112	–	–	﹤0.01%	509
2023 Q3	$1.21K	Hold	112	–	–	﹤0.01%	525
2023 Q2	$1.3K	Sell	112 -51	-31%	-$574	﹤0.01%	519
2023 Q1	$1.89K	Hold	163	–	–	﹤0.01%	452
2022 Q4	$1.88K	Buy	+163	New	+$1.83K	﹤0.01%	482
2021 Q4	–	Sell	-163	Closed	-$2K	–	337
2021 Q3	$2K	Buy	+163	New	+$1.95K	﹤0.01%	442

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 $3.37T AUM 44.26% 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

Red Tortoise LLC's MDU Position: Q1 2026 in Review

Red Tortoise LLC held its MDU Resources (MDU) position steady in Q1 2026 at 62 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Red Tortoise LLC first reported a position in MDU in Q3 2021 and has held it in 15 quarters since. The position peaked at $2K in Q3 2021. 421 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

Red Tortoise LLC held 62 shares of MDU Resources worth $1.28K as of Q1 2026.
Red Tortoise LLC left its MDU Resources share count unchanged in Q1 2026.
MDU Resources made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #572 holding.
Red Tortoise LLC first reported a position in MDU Resources in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's MDU Resources position peaked at $2K in Q3 2021.
421 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.