Trajan Wealth’s MDU Resources MDU Stock Holding History

Trajan Wealth’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 Q4	–	Sell	-11,001	Closed	-$196K	–	161
2025 Q3	$196K	Buy	+11,001	New	+$184K	0.01%	158
2025 Q2	–	Sell	-11,794	Closed	-$199K	–	153
2025 Q1	$199K	Buy	+11,794	New	+$204K	0.01%	150
2024 Q4	–	Sell	-15,207	Closed	-$231K	–	184
2024 Q3	$231K	Buy	15,207 +137	+0.9%	+$1.95K	0.01%	164
2024 Q2	$210K	Sell	15,070 -1,168	-7%	-$16.1K	0.01%	151
2024 Q1	$227K	Buy	+16,238	New	+$188K	0.02%	165

Other funds holding MDU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Trajan Wealth's MDU Position: Q4 2025 in Review

Trajan Wealth sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 11,001 shares — an estimated $196K sold.

Trajan Wealth first reported a position in MDU in Q1 2024 and held it in 5 quarters. The position peaked at $231K in Q3 2024. 415 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

Trajan Wealth reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
Trajan Wealth sold 11,001 MDU Resources shares in Q4 2025, an estimated $196K.
Trajan Wealth first reported a position in MDU Resources in Q1 2024 and held it in 5 quarters.
Trajan Wealth's MDU Resources position peaked at $231K in Q3 2024.
415 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Trajan Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.