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Future Financial Wealth Management’s Middleby MIDD Stock Holding History

Future Financial Wealth Management’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
Q4 		– Sell
-50
Closed -$6.65K – 305
2025
Q3 		$6.65K Hold
50
– – ﹤0.01% 402
2025
Q2 		$7.2K Hold
50
– – ﹤0.01% 387
2025
Q1 		$7.6K Hold
50
– – 0.01% 384
2024
Q4 		$6.77K Hold
50
– – 0.01% 388
2024
Q3 		$6.96K Buy
+50
New +$6.72K 0.01% 402
2024
Q2 		– Sell
-50
Closed -$8.04K – 315
2024
Q1 		$8.04K Buy
+50
New +$7.37K 0.01% 419
2022
Q2 		– Sell
-50
Closed -$8K – 334
2022
Q1 		$8K Hold
50
– – 0.01% 444
2021
Q4 		$10K Buy
+50
New +$9.12K 0.01% 432

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Future Financial Wealth Management's MIDD Position: Q4 2025 in Review

Future Financial Wealth Management sold out of Middleby (MIDD) in Q4 2025, closing a stake of 50 shares — an estimated $6.65K sold.

Future Financial Wealth Management first reported a position in MIDD in Q4 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 413 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Future Financial Wealth Management reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 50 Middleby shares in Q4 2025, an estimated $6.65K.
  • Future Financial Wealth Management first reported a position in Middleby in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's Middleby position peaked at $10K in Q4 2021.
  • 413 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.