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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
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
State Street
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
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return