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Cornerstone Planning Group’s Middleby MIDD Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-2
Closed -$246 – 1797
2025
Q3 		$246 Hold
2
– – ﹤0.01% 1598
2025
Q2 		$289 Hold
2
– – ﹤0.01% 1423
2025
Q1 		$256 Buy
+2
New +$314 ﹤0.01% 1440

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cornerstone Planning Group's MIDD Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Middleby (MIDD) in Q4 2025, closing a stake of 2 shares — an estimated $246 sold.

Cornerstone Planning Group first reported a position in MIDD in Q1 2025 and held it in 3 quarters. The position peaked at $289 in Q2 2025. 411 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 Middleby shares in Q4 2025, an estimated $246.
  • Cornerstone Planning Group first reported a position in Middleby in Q1 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's Middleby position peaked at $289 in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.