Golden State Wealth Management’s Middleby MIDD Stock Holding History

Golden State 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
2026 Q1	–	Sell	-5	Closed	-$743	–	1687
2025 Q4	$743	Buy	+5	New	+$656	﹤0.01%	1552

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Golden State Wealth Management's MIDD Position: Q1 2026 in Review

Golden State Wealth Management sold out of Middleby (MIDD) in Q1 2026, closing a stake of 5 shares — an estimated $743 sold.

Golden State Wealth Management first reported a position in MIDD in Q4 2025 and held it in 1 quarter. The position peaked at $743 in Q4 2025. 420 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

Golden State Wealth Management reported no remaining Middleby position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 5 Middleby shares in Q1 2026, an estimated $743.
Golden State Wealth Management first reported a position in Middleby in Q4 2025 and held it in 1 quarter.
Golden State Wealth Management's Middleby position peaked at $743 in Q4 2025.
420 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.