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WealthTrak Capital Management’s MDU Resources MDU Stock Holding History

WealthTrak Capital 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
Q2 		– Sell
-5
Closed -$85 – 1017
2025
Q1 		$85 Buy
+5
New +$86 ﹤0.01% 960

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
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
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

WealthTrak Capital Management's MDU Position: Q2 2025 in Review

WealthTrak Capital Management sold out of MDU Resources (MDU) in Q2 2025, closing a stake of 5 shares — an estimated $85 sold.

WealthTrak Capital Management first reported a position in MDU in Q1 2025 and held it in 1 quarter. The position peaked at $85 in Q1 2025. 406 funds tracked by Wall St. Rank hold MDU as of Q2 2025.

  • WealthTrak Capital Management reported no remaining MDU Resources position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 MDU Resources shares in Q2 2025, an estimated $85.
  • WealthTrak Capital Management first reported a position in MDU Resources in Q1 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's MDU Resources position peaked at $85 in Q1 2025.
  • 406 funds tracked by Wall St. Rank held MDU Resources as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.