Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
BIA
Bell Investment Advisors’s
Middleby
MIDD
Stock Holding History
Bell Investment Advisors’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
$2.39K
Hold
18
–
–
﹤0.01%
1272
2025
Q4
$2.68K
Sell
18
-13
-42%
-$1.71K
﹤0.01%
1242
2025
Q3
$4.12K
Hold
31
–
–
﹤0.01%
1028
2025
Q2
$4.46K
Hold
31
–
–
﹤0.01%
1033
2025
Q1
$4.71K
Hold
31
–
–
﹤0.01%
938
2024
Q4
$4.2K
Hold
31
–
–
﹤0.01%
1003
2024
Q3
$4.31K
Hold
31
–
–
﹤0.01%
1017
2024
Q2
$3.8K
Hold
31
–
–
﹤0.01%
1062
2024
Q1
$4.99K
Hold
31
–
–
﹤0.01%
920
2023
Q4
$4.56K
Hold
31
–
–
﹤0.01%
933
2023
Q3
$3.97K
Buy
31
+4
+15%
+$568
﹤0.01%
932
2023
Q2
$3.99K
Sell
27
-6
-18%
-$846
﹤0.01%
936
2023
Q1
$4.84K
Buy
33
+6
+22%
+$891
﹤0.01%
807
2022
Q4
$3.62K
Hold
27
–
–
﹤0.01%
976
2022
Q3
$3K
Sell
27
-3
-10%
-$421
﹤0.01%
941
2022
Q2
$4K
Buy
+30
New
+$4.33K
﹤0.01%
821
2021
Q4
$7K
Buy
38
+3
+9%
+$547
﹤0.01%
617
2021
Q3
$6K
Buy
+35
New
+$6.33K
﹤0.01%
644
Other funds holding MIDD
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
GIM
Garden Investment Management
Greenwich, Connecticut
$586M AUM
15.35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close