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 – 2146
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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Advisornet Financial's MIDD Position: Q4 2025 in Review

Advisornet Financial sold out of Middleby (MIDD) in Q4 2025, closing a stake of 3 shares — an estimated $399 sold.

Advisornet Financial first reported a position in MIDD in Q4 2022 and held it in 8 quarters. The position peaked at $2.06K in Q4 2023. 413 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Advisornet Financial reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Advisornet Financial sold 3 Middleby shares in Q4 2025, an estimated $399.
  • Advisornet Financial first reported a position in Middleby in Q4 2022 and held it in 8 quarters.
  • Advisornet Financial's Middleby position peaked at $2.06K in Q4 2023.
  • 413 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Advisornet Financial's 13F filing for Q4 2025, filed 20 Jan 2026.