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Venturi Wealth Management’s MDU Resources MDU Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-1,196
Closed -$21.6K – 1326
2024
Q4 		$21.6K Sell
1,196
-963
-45% -$16.9K ﹤0.01% 1238
2024
Q3 		$32.8K Buy
2,159
+1,325
+159% +$18.9K ﹤0.01% 885
2024
Q2 		$11.6K Buy
834
+217
+35% +$3K ﹤0.01% 1074
2024
Q1 		$8.62K Buy
617
+36
+6% +$417 ﹤0.01% 961
2023
Q4 		$6.38K Hold
581
– – ﹤0.01% 981
2023
Q3 		$6.3K Buy
+581
New +$6.69K ﹤0.01% 910

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Venturi Wealth Management's MDU Position: Q1 2025 in Review

Venturi Wealth Management sold out of MDU Resources (MDU) in Q1 2025, closing a stake of 1,196 shares — an estimated $21.6K sold.

Venturi Wealth Management first reported a position in MDU in Q3 2023 and held it in 6 quarters. The position peaked at $32.8K in Q3 2024. 401 funds tracked by Wall St. Rank hold MDU as of Q1 2025.

  • Venturi Wealth Management reported no remaining MDU Resources position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,196 MDU Resources shares in Q1 2025, an estimated $21.6K.
  • Venturi Wealth Management first reported a position in MDU Resources in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's MDU Resources position peaked at $32.8K in Q3 2024.
  • 401 funds tracked by Wall St. Rank held MDU Resources as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.