GC Wealth Management RIA’s Middleby MIDD Stock Holding History

GC Wealth Management RIA’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	-2,787	Closed	-$370K	–	725
2025 Q3	$370K	Buy	+2,787	New	+$387K	0.01%	649

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $20.2B AUM 17.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

GC Wealth Management RIA's MIDD Position: Q4 2025 in Review

GC Wealth Management RIA sold out of Middleby (MIDD) in Q4 2025, closing a stake of 2,787 shares — an estimated $370K sold.

GC Wealth Management RIA first reported a position in MIDD in Q3 2025 and held it in 1 quarter. The position peaked at $370K in Q3 2025. 413 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

GC Wealth Management RIA reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
GC Wealth Management RIA sold 2,787 Middleby shares in Q4 2025, an estimated $370K.
GC Wealth Management RIA first reported a position in Middleby in Q3 2025 and held it in 1 quarter.
GC Wealth Management RIA's Middleby position peaked at $370K in Q3 2025.
413 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.