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Brinker Capital Investments’s Middleby MIDD Stock Holding History

Brinker Capital 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
-1,439
Closed -$207K – 2099
2025
Q2 		$207K Sell
1,439
-8
-0.6% -$1.13K ﹤0.01% 1879
2025
Q1 		$220K Sell
1,447
-58
-4% -$9.1K ﹤0.01% 1766
2024
Q4 		$204K Buy
+1,505
New +$208K ﹤0.01% 1746
2024
Q2 		– Sell
-1,485
Closed -$239K – 1765
2024
Q1 		$239K Buy
+1,485
New +$219K ﹤0.01% 1548

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brinker Capital Investments's MIDD Position: Q3 2025 in Review

Brinker Capital Investments sold out of Middleby (MIDD) in Q3 2025, closing a stake of 1,439 shares — an estimated $207K sold.

Brinker Capital Investments first reported a position in MIDD in Q1 2024 and held it in 4 quarters. The position peaked at $239K in Q1 2024. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

  • Brinker Capital Investments reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
  • Brinker Capital Investments sold 1,439 Middleby shares in Q3 2025, an estimated $207K.
  • Brinker Capital Investments first reported a position in Middleby in Q1 2024 and held it in 4 quarters.
  • Brinker Capital Investments's Middleby position peaked at $239K in Q1 2024.
  • 425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Brinker Capital Investments's 13F filing for Q3 2025, filed 12 Nov 2025.