Whipplewood Advisors’s MDU Resources MDU Stock Holding History

Whipplewood Advisors’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	-6	Closed	-$100	–	824
2025 Q2	$100	Buy	+6	New	+$101	﹤0.01%	1195

Other funds holding MDU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Whipplewood Advisors's MDU Position: Q3 2025 in Review

Whipplewood Advisors sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 6 shares — an estimated $100 sold.

Whipplewood Advisors first reported a position in MDU in Q2 2025 and held it in 1 quarter. The position peaked at $100 in Q2 2025. 405 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

Whipplewood Advisors reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 6 MDU Resources shares in Q3 2025, an estimated $100.
Whipplewood Advisors first reported a position in MDU Resources in Q2 2025 and held it in 1 quarter.
Whipplewood Advisors's MDU Resources position peaked at $100 in Q2 2025.
405 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.