DFA
MIDD icon

DHJJ Financial Advisors’s Middleby MIDD Stock Holding History

DHJJ Financial Advisors’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 		$23.5K Hold
177
– – 0.01% 511
2025
Q4 		$26.3K Hold
177
– – 0.01% 472
2025
Q3 		$23.5K Hold
177
– – 0.01% 468
2025
Q2 		$25.5K Hold
177
– – 0.01% 444
2025
Q1 		$26.9K Hold
177
– – 0.01% 399
2024
Q4 		$24K Hold
177
– – 0.01% 398
2024
Q3 		$24.6K Hold
177
– – 0.01% 395
2024
Q2 		$21.7K Hold
177
– – 0.01% 374
2024
Q1 		$28.5K Hold
177
– – 0.01% 330
2023
Q4 		$26.1K Hold
177
– – 0.01% 334
2023
Q3 		$22.7K Buy
+177
New +$25.1K 0.01% 341

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
GIM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return