GA
MIDD icon

GoalVest Advisory’s Middleby MIDD Stock Holding History

GoalVest Advisory’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
Q3 		$11.3K Buy
+109
New +$13.5K ﹤0.01% 423

Other funds holding MIDD

RI
Ridgewood Investments Springfield, New Jersey $271M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's MIDD Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Middleby (MIDD) in Q3 2026: 109 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

9 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • GoalVest Advisory held 109 shares of Middleby worth $11.3K as of Q3 2026.
  • Middleby was a new GoalVest Advisory position in Q3 2026.
  • Middleby made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #423 holding.
  • 9 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.