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Global Financial Private Client’s Middleby MIDD Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-11
Closed -$1.67K – 1047
2025
Q1 		$1.67K Buy
11
+8
+267% +$1.25K ﹤0.01% 921
2024
Q4 		$406 Buy
+3
New +$414 ﹤0.01% 1012
2020
Q4 		– Sell
-16
Closed -$1.44K – 583
2020
Q3 		$1.44K Hold
16
– – ﹤0.01% 424
2020
Q2 		$1.2K Hold
16
– – ﹤0.01% 481
2020
Q1 		$848 Hold
16
– – ﹤0.01% 504
2019
Q4 		$1.75K Buy
+16
New +$1.84K ﹤0.01% 491

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Financial Private Client's MIDD Position: Q2 2025 in Review

Global Financial Private Client sold out of Middleby (MIDD) in Q2 2025, closing a stake of 11 shares — an estimated $1.67K sold.

Global Financial Private Client first reported a position in MIDD in Q4 2019 and held it in 6 quarters. The position peaked at $1.75K in Q4 2019. 425 funds tracked by Wall St. Rank hold MIDD as of Q2 2025.

  • Global Financial Private Client reported no remaining Middleby position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 11 Middleby shares in Q2 2025, an estimated $1.67K.
  • Global Financial Private Client first reported a position in Middleby in Q4 2019 and held it in 6 quarters.
  • Global Financial Private Client's Middleby position peaked at $1.75K in Q4 2019.
  • 425 funds tracked by Wall St. Rank held Middleby as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.