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CBIZ Investment Advisory Services’s Middleby MIDD Stock Holding History

CBIZ 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
2025
Q3 		– Sell
-1
Closed -$144 – 737
2025
Q2 		$144 Buy
+1
New +$141 ﹤0.01% 704

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CBIZ Investment Advisory Services's MIDD Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Middleby (MIDD) in Q3 2025, closing a stake of 1 share — an estimated $144 sold.

CBIZ Investment Advisory Services first reported a position in MIDD in Q2 2025 and held it in 1 quarter. The position peaked at $144 in Q2 2025. 424 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 1 Middleby share in Q3 2025, an estimated $144.
  • CBIZ Investment Advisory Services first reported a position in Middleby in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Middleby position peaked at $144 in Q2 2025.
  • 424 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.