Beacon Investment Advisory Services’s Middleby MIDD Stock Holding History

Beacon Investment Advisory Services’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	$252K	Hold	1,463	–	–	0.01%	234
2026 Q1	$194K	Hold	1,463	–	–	0.01%	248
2025 Q4	$218K	Buy	+1,463	New	+$192K	0.01%	250
2025 Q3	–	Sell	-1,463	Closed	-$211K	–	256
2025 Q2	$211K	Hold	1,463	–	–	0.01%	238
2025 Q1	$222K	Buy	+1,463	New	+$230K	0.01%	223
2024 Q4	–	Sell	-1,463	Closed	-$204K	–	258
2024 Q3	$204K	Buy	+1,463	New	+$197K	0.01%	247
2024 Q2	–	Sell	-1,463	Closed	-$235K	–	268
2024 Q1	$235K	Hold	1,463	–	–	0.01%	244
2023 Q4	$215K	Buy	+1,463	New	+$186K	0.01%	254
2023 Q3	–	Sell	-1,463	Closed	-$216K	–	278
2023 Q2	$216K	Hold	1,463	–	–	0.01%	264
2023 Q1	$214K	Buy	+1,463	New	+$217K	0.01%	261
2022 Q2	–	Sell	-1,463	Closed	-$240K	–	299
2022 Q1	$240K	Hold	1,463	–	–	0.01%	273
2021 Q4	$288K	Hold	1,463	–	–	0.01%	261
2021 Q3	$249K	Hold	1,463	–	–	0.01%	269
2021 Q2	$253K	Hold	1,463	–	–	0.01%	278
2021 Q1	$242K	Buy	+1,463	New	+$215K	0.01%	274
2017 Q4	–	Sell	-1,801	Closed	-$231K	–	261
2017 Q3	$231K	Buy	+1,801	New	+$222K	0.02%	245

Other funds holding MIDD

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Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Uptown Financial Advisors Dallas, Texas $136M AUM 19.4% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return