AdvisorShares Investments’s Middleby MIDD Stock Holding History

AdvisorShares Investments’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 Q3	–	Sell	-259	Closed	-$37.3K	–	333
2025 Q2	$37.3K	Buy	+259	New	+$36.5K	0.01%	276
2023 Q4	–	Sell	-19,295	Closed	-$2.47M	–	300
2023 Q3	$2.47M	Buy	19,295 +1,120	+6%	+$159K	0.66%	27
2023 Q2	$2.69M	Buy	18,175 +4,480	+33%	+$632K	0.77%	22
2023 Q1	$2.01M	Buy	13,695 +4,195	+44%	+$623K	0.63%	22
2022 Q4	$1.27M	Buy	+9,500	New	+$1.29M	0.36%	37
2021 Q4	–	Sell	-8,211	Closed	-$1.5M	–	207
2021 Q3	$1.4M	Hold	8,211	–	–	0.22%	64
2021 Q2	$1.42M	Buy	8,211 +462	+6%	+$78.7K	0.2%	66
2021 Q1	$1.28M	Buy	7,749 +463	+6%	+$68.2K	0.16%	69
2020 Q4	$939K	Buy	7,286 +217	+3%	+$26.2K	0.22%	86
2020 Q3	$634	Sell	7,069 -337	-5%	-$30.5K	0.03%	88
2020 Q2	$585K	Sell	7,406 -337	-4%	-$21.8K	0.25%	86
2020 Q1	$440K	Buy	7,743 +337	+5%	+$33K	0.38%	57
2019 Q4	$811K	Buy	+7,406	New	+$850K	0.5%	46

Other funds holding MIDD

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GIM

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AdvisorShares Investments's MIDD Position: Q3 2025 in Review

AdvisorShares Investments sold out of Middleby (MIDD) in Q3 2025, closing a stake of 259 shares — an estimated $37.3K sold.

AdvisorShares Investments first reported a position in MIDD in Q4 2019 and held it in 13 quarters. The position peaked at $2.69M in Q2 2023. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

AdvisorShares Investments reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
AdvisorShares Investments sold 259 Middleby shares in Q3 2025, an estimated $37.3K.
AdvisorShares Investments first reported a position in Middleby in Q4 2019 and held it in 13 quarters.
AdvisorShares Investments's Middleby position peaked at $2.69M in Q2 2023.
425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on AdvisorShares Investments's 13F filing for Q3 2025, filed 5 Nov 2025.