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Unified Investment Management’s MDU Resources MDU Stock Holding History

Unified Investment Management’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
Q3 		– Sell
-16,947
Closed -$283K – 138
2025
Q2 		$283K Sell
16,947
-1,994
-11% -$33.5K 0.3% 100
2025
Q1 		$320K Sell
18,941
-1,636
-8% -$28.2K 0.38% 92
2024
Q4 		$371K Buy
+20,577
New +$361K 0.42% 84

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Unified Investment Management's MDU Position: Q3 2025 in Review

Unified Investment Management sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 16,947 shares — an estimated $283K sold.

Unified Investment Management first reported a position in MDU in Q4 2024 and held it in 3 quarters. The position peaked at $371K in Q4 2024. 405 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

  • Unified Investment Management reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
  • Unified Investment Management sold 16,947 MDU Resources shares in Q3 2025, an estimated $283K.
  • Unified Investment Management first reported a position in MDU Resources in Q4 2024 and held it in 3 quarters.
  • Unified Investment Management's MDU Resources position peaked at $371K in Q4 2024.
  • 405 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Unified Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.