DiNuzzo Private Wealth’s Middleby MIDD Stock Holding History

DiNuzzo Private Wealth’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 Q2	$1.72K	Hold	10	–	–	﹤0.01%	728
2026 Q1	$1.33K	Hold	10	–	–	﹤0.01%	789
2025 Q4	$1.49K	Buy	10 +3	+43%	+$394	﹤0.01%	746
2025 Q3	$958	Sell	7 -5	-42%	-$694	﹤0.01%	888
2025 Q2	$1.73K	Buy	12 +1	+9%	+$141	﹤0.01%	665
2025 Q1	$1.67K	Sell	11 -1	-8%	-$157	﹤0.01%	655
2024 Q4	$1.63K	Buy	12 +3	+33%	+$414	﹤0.01%	670
2024 Q3	$1.25K	Sell	9 -1	-10%	-$134	﹤0.01%	778
2024 Q2	$1.23K	Buy	10 +3	+43%	+$407	﹤0.01%	712
2024 Q1	$1.13K	Hold	7	–	–	﹤0.01%	686
2023 Q4	$1.03K	Buy	+7	New	+$889	﹤0.01%	690

Other funds holding MIDD

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Uptown Financial Advisors Dallas, Texas $136M AUM 19.4% 1-Year Est. Return