Farther Finance Advisors’s Middleby MIDD Stock Holding History

Farther Finance 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	$12.6K	Buy	95 +11	+13%	+$1.67K	﹤0.01%	3963
2025 Q4	$12.5K	Sell	84 -1	-1%	-$131	﹤0.01%	3764
2025 Q3	$11.3K	Buy	85 +58	+215%	+$8.05K	﹤0.01%	3393
2025 Q2	$3.89K	Buy	27 +4	+17%	+$564	﹤0.01%	3452
2025 Q1	$3.51K	Sell	23 -2	-8%	-$314	﹤0.01%	3191
2024 Q4	$3.39K	Sell	25 -3	-11%	-$414	﹤0.01%	2829
2024 Q3	$3.9K	Buy	28 +6	+27%	+$806	﹤0.01%	2744
2024 Q2	$2.63K	Buy	+22	New	+$2.98K	﹤0.01%	2680
2023 Q4	–	Sell	-4	Closed	-$512	–	3594
2023 Q3	$512	Sell	4 -14	-78%	-$1.99K	﹤0.01%	2264
2023 Q2	$2.66K	Buy	+18	New	+$2.54K	﹤0.01%	1655

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