EI
MIDD icon

Ellevest Inc’s Middleby MIDD Stock Holding History

Ellevest Inc’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
-2,862
Closed -$412K – 456
2025
Q2 		$412K Sell
2,862
-414
-13% -$58.3K 0.07% 235
2025
Q1 		$498K Sell
3,276
-26
-0.8% -$4.08K 0.03% 192
2024
Q4 		$447K Sell
3,302
-270
-8% -$37.2K 0.03% 220
2024
Q3 		$497K Sell
3,572
-265
-7% -$35.6K 0.03% 220
2024
Q2 		$470K Buy
3,837
+66
+2% +$8.95K 0.03% 213
2024
Q1 		$606K Buy
3,771
+679
+22% +$100K 0.04% 162
2023
Q4 		$455K Buy
3,092
+850
+38% +$108K 0.03% 205
2023
Q3 		$287K Sell
2,242
-210
-9% -$29.8K 0.02% 271
2023
Q2 		$362K Buy
2,452
+437
+22% +$61.6K 0.03% 228
2023
Q1 		$295K Buy
2,015
+1,102
+121% +$164K 0.02% 240
2022
Q4 		$122K Buy
913
+466
+104% +$63.4K 0.01% 395
2022
Q3 		$57K Buy
447
+13
+3% +$1.82K 0.01% 545
2022
Q2 		$54K Buy
434
+379
+689% +$54.7K 0.01% 547
2022
Q1 		$9K Sell
55
-4
-7% -$726 ﹤0.01% 908
2021
Q4 		$12K Sell
59
-1
-2% -$182 ﹤0.01% 817
2021
Q3 		$10K Buy
60
+6
+11% +$1.08K ﹤0.01% 817
2021
Q2 		$9K Buy
54
+2
+4% +$341 ﹤0.01% 787
2021
Q1 		$9K Sell
52
-1
-2% -$147 ﹤0.01% 800
2020
Q4 		$7K Sell
53
-70
-57% -$8.45K ﹤0.01% 790
2020
Q3 		$11K Sell
123
-1
-0.8% -$91 ﹤0.01% 631
2020
Q2 		$10K Hold
124
– – ﹤0.01% 625
2020
Q1 		$7K Buy
124
+42
+51% +$4.12K ﹤0.01% 606
2019
Q4 		$9K Buy
+82
New +$9.41K ﹤0.01% 543

Other funds holding MIDD

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ellevest Inc's MIDD Position: Q3 2025 in Review

Ellevest Inc sold out of Middleby (MIDD) in Q3 2025, closing a stake of 2,862 shares — an estimated $412K sold.

Ellevest Inc first reported a position in MIDD in Q4 2019 and held it in 23 quarters. The position peaked at $606K in Q1 2024. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

  • Ellevest Inc reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
  • Ellevest Inc sold 2,862 Middleby shares in Q3 2025, an estimated $412K.
  • Ellevest Inc first reported a position in Middleby in Q4 2019 and held it in 23 quarters.
  • Ellevest Inc's Middleby position peaked at $606K in Q1 2024.
  • 425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Ellevest Inc's 13F filing for Q3 2025, filed 14 Nov 2025.