AF
MIDD icon

Advisornet Financial’s Middleby MIDD Stock Holding History

Advisornet Financial’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
2025
Q4 		– Sell
-3
Closed -$399 – 2317
2025
Q3 		$399 Sell
3
-2
-40% -$278 ﹤0.01% 2094
2025
Q2 		$720 Buy
+5
New +$704 ﹤0.01% 1994
2024
Q2 		– Sell
-5
Closed -$804 – 2148
2024
Q1 		$804 Sell
5
-9
-64% -$1.33K ﹤0.01% 1817
2023
Q4 		$2.06K Buy
14
+1
+8% +$127 ﹤0.01% 1707
2023
Q3 		$1.66K Buy
13
+1
+8% +$142 ﹤0.01% 1682
2023
Q2 		$1.77K Sell
12
-2
-14% -$282 ﹤0.01% 1759
2023
Q1 		$2.05K Buy
14
+2
+17% +$297 ﹤0.01% 1699
2022
Q4 		$1.61K Buy
+12
New +$1.63K ﹤0.01% 1715

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return