Blue Trust Inc’s Middleby MIDD Stock Holding History

Blue Trust Inc’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	$667K	Buy	5,029 +719	+17%	+$109K	0.01%	393
2025 Q4	$641K	Sell	4,310 -1,338	-24%	-$176K	0.01%	405
2025 Q3	$751K	Buy	5,648 +229	+4%	+$31.8K	0.01%	367
2025 Q2	$780K	Buy	5,419 +262	+5%	+$36.9K	0.01%	338
2025 Q1	$784K	Buy	5,157 +940	+22%	+$147K	0.01%	295
2024 Q4	$571K	Buy	4,217 +2,219	+111%	+$306K	0.01%	345
2024 Q3	$245K	Sell	1,998 -24	-1%	-$3.22K	﹤0.01%	764
2024 Q2	$325K	Buy	2,022 +93	+5%	+$12.6K	﹤0.01%	528
2024 Q1	$310K	Sell	1,929 -432	-18%	-$63.6K	﹤0.01%	386
2023 Q4	$303K	Buy	2,361 +473	+25%	+$60.1K	﹤0.01%	335
2023 Q3	$279K	Sell	1,888 -2	-0.1%	-$284	﹤0.01%	357
2023 Q2	$277K	Buy	1,890 +2	+0.1%	+$282	﹤0.01%	318
2023 Q1	$253K	Sell	1,888 -3	-0.2%	-$446	﹤0.01%	473
2022 Q4	$242K	Buy	1,891 +573	+43%	+$78K	﹤0.01%	400
2022 Q3	$165K	Buy	1,318 +3	+0.2%	+$421	﹤0.01%	375
2022 Q2	$216K	Buy	+1,315	New	+$190K	﹤0.01%	311

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