AWM
MIDD icon

Abound Wealth Management’s Middleby MIDD Stock Holding History

Abound Wealth Management’s Portfolio MIDD Stock Details MIDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.2K Hold
309
– – 0.01% 228
2026
Q1 		$41K Hold
309
– – 0.01% 278
2025
Q4 		$45.9K Hold
309
– – 0.01% 242
2025
Q3 		$41.1K Hold
309
– – 0.01% 237
2025
Q2 		$44.5K Buy
309
+189
+158% +$26.6K 0.01% 213
2025
Q1 		$18.2K Hold
120
– – 0.01% 310
2024
Q4 		$16.3K Hold
120
– – 0.01% 315
2024
Q3 		$16.7K Hold
120
– – 0.01% 324
2024
Q2 		$14.7K Hold
120
– – 0.01% 307
2024
Q1 		$19.3K Hold
120
– – 0.01% 260
2023
Q4 		$17.7K Hold
120
– – 0.01% 284
2023
Q3 		$15.4K Hold
120
– – 0.01% 254
2023
Q2 		$17.7K Hold
120
– – 0.01% 231
2023
Q1 		$17.6K Hold
120
– – 0.01% 223
2022
Q4 		$16.1K Hold
120
– – 0.01% 209
2022
Q3 		$15.4K Buy
+120
New +$16.8K 0.01% 225

Other funds holding MIDD

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
UFA
Uptown Financial Advisors Dallas, Texas $136M AUM 19.4% 1-Year Est. Return