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	–	358
2021 Q3	$2K	Buy	+163	New	+$1.95K	﹤0.01%	442

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