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Hemington Wealth Management’s Middleby MIDD Stock Holding History

Hemington 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
Q3 		$7K Sell
57
-13
-19% -$1.8K ﹤0.01% 1022
2025
Q2 		$10K Buy
70
+13
+23% +$1.83K ﹤0.01% 864
2025
Q1 		$8K Buy
57
+15
+36% +$2.35K ﹤0.01% 890
2024
Q4 		$5K Buy
42
+15
+56% +$2.07K ﹤0.01% 1021
2024
Q3 		$3K Buy
+27
New +$3.63K ﹤0.01% 1084

Other funds holding MIDD

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Hemington Wealth Management's MIDD Position: Q3 2025 in Review

Hemington Wealth Management reduced its Middleby (MIDD) stake by 19% in Q3 2025, selling an estimated $1.8K and leaving 57 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Hemington Wealth Management first reported a position in MIDD in Q3 2024 and has held it in 5 quarters since. The position peaked at $10K in Q2 2025. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

  • Hemington Wealth Management held 57 shares of Middleby worth $7K as of Q3 2025.
  • Hemington Wealth Management sold 13 Middleby shares in Q3 2025, an estimated $1.8K.
  • Middleby made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1022 holding.
  • Hemington Wealth Management first reported a position in Middleby in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Middleby position peaked at $10K in Q2 2025.
  • 425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.