Washington Trust’s MDU Resources MDU Stock Holding History

Washington Trust’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 Q2	–	Sell	-298	Closed	-$5.04K	–	528
2025 Q1	$5.04K	Hold	298	–	–	﹤0.01%	658
2024 Q4	$5.37K	Sell	298 -240	-45%	-$4.21K	﹤0.01%	727
2024 Q3	$8.17K	Hold	538	–	–	﹤0.01%	681
2024 Q2	$7.48K	Hold	538	–	–	﹤0.01%	689
2024 Q1	$7.51K	Hold	538	–	–	﹤0.01%	693
2023 Q4	$5.9K	Hold	538	–	–	﹤0.01%	689
2023 Q3	$5.83K	Hold	538	–	–	﹤0.01%	673
2023 Q2	$6.24K	Sell	538 -1,298	-71%	-$14.6K	﹤0.01%	690
2023 Q1	$21.3K	Hold	1,836	–	–	﹤0.01%	548
2022 Q4	$21.2K	Hold	1,836	–	–	﹤0.01%	545
2022 Q3	$19K	Hold	1,836	–	–	﹤0.01%	550
2022 Q2	$19K	Hold	1,836	–	–	﹤0.01%	556
2022 Q1	$19K	Hold	1,836	–	–	﹤0.01%	595
2021 Q4	$21K	Hold	1,836	–	–	﹤0.01%	576
2021 Q3	$21K	Hold	1,836	–	–	﹤0.01%	681
2021 Q2	$22K	Hold	1,836	–	–	﹤0.01%	676
2021 Q1	$22K	Buy	1,836 +784	+75%	+$8.54K	﹤0.01%	655
2020 Q4	$11K	Sell	1,052 -544	-34%	-$5.08K	﹤0.01%	746
2020 Q3	$14K	Hold	1,596	–	–	﹤0.01%	676
2020 Q2	$13K	Hold	1,596	–	–	﹤0.01%	621
2020 Q1	$13K	Buy	+1,596	New	+$16.8K	﹤0.01%	626
2018 Q3	–	Sell	-1,139	Closed	-$13K	–	573
2018 Q2	$13K	Buy	+1,139	New	+$12.1K	﹤0.01%	640

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Washington Trust's MDU Position: Q2 2025 in Review

Washington Trust sold out of MDU Resources (MDU) in Q2 2025, closing a stake of 298 shares — an estimated $5.04K sold.

Washington Trust first reported a position in MDU in Q2 2018 and held it in 22 quarters. The position peaked at $22K in Q2 2021. 406 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

Washington Trust reported no remaining MDU Resources position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 298 MDU Resources shares in Q2 2025, an estimated $5.04K.
Washington Trust first reported a position in MDU Resources in Q2 2018 and held it in 22 quarters.
Washington Trust's MDU Resources position peaked at $22K in Q2 2021.
406 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.