Atria Investments’s Middleby MIDD Stock Holding History

Atria 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
2026 Q1	$734K	Sell	5,537 -2,457	-31%	-$373K	0.01%	1236
2025 Q4	$1.19M	Buy	7,994 +447	+6%	+$58.7K	0.01%	984
2025 Q3	$1M	Sell	7,547 -852	-10%	-$118K	0.01%	1054
2025 Q2	$1.21M	Sell	8,399 -704	-8%	-$99.2K	0.01%	943
2025 Q1	$1.38M	Sell	9,103 -64	-0.7%	-$10K	0.02%	874
2024 Q4	$1.24M	Sell	9,167 -1,181	-11%	-$163K	0.02%	873
2024 Q3	$1.44M	Buy	10,348 +8,714	+533%	+$1.17M	0.02%	799
2024 Q2	$200K	Buy	+1,634	New	+$222K	﹤0.01%	1823
2017 Q3	–	Sell	-2,471	Closed	-$300K	–	812
2017 Q2	$300K	Sell	2,471 -472	-16%	-$62.3K	0.02%	560
2017 Q1	$402K	Buy	2,943 +88	+3%	+$12K	0.03%	442
2016 Q4	$368K	Buy	+2,855	New	+$359K	0.03%	409

Other funds holding MIDD

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return