Covestor’s Middleby MIDD Stock Holding History

Covestor’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	$13K	Sell	96 -311	-76%	-$47.2K	0.01%	1293
2025 Q4	$61K	Buy	407 +321	+373%	+$42.1K	0.03%	834
2025 Q3	$12K	Buy	86 +22	+34%	+$3.06K	0.01%	1502
2025 Q2	$9K	Sell	64 -145	-69%	-$20.4K	0.01%	1640
2025 Q1	$32K	Buy	209 +1	+0.5%	+$157	0.02%	1020
2024 Q4	$28K	Sell	208 -44	-17%	-$6.07K	0.02%	1067
2024 Q3	$35K	Buy	252 +190	+306%	+$25.5K	0.02%	1005
2024 Q2	$8K	Hold	62	–	–	0.01%	1674
2024 Q1	$10K	Hold	62	–	–	0.01%	1592
2023 Q4	$9K	Hold	62	–	–	0.01%	1646
2023 Q3	$8K	Hold	62	–	–	0.01%	1555
2023 Q2	$9K	Sell	62 -1	-2%	-$141	0.01%	1515
2023 Q1	$9K	Hold	63	–	–	0.01%	1369
2022 Q4	$8K	Hold	63	–	–	0.01%	1425
2022 Q3	$8K	Sell	63 -77	-55%	-$10.8K	0.01%	1349
2022 Q2	$18K	Buy	140 +71	+103%	+$10.2K	0.01%	1004
2022 Q1	$11K	Buy	69 +34	+97%	+$6.17K	0.01%	1286
2021 Q4	$7K	Buy	+35	New	+$6.39K	0.01%	1156

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