HHM Wealth Advisors’s Middleby MIDD Stock Holding History

HHM Wealth Advisors’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	-9	Closed	-$1.37K	–	915
2025 Q1	$1.37K	Hold	9	–	–	﹤0.01%	795
2024 Q4	$1.22K	Buy	+9	New	+$1.24K	﹤0.01%	819

Other funds holding MIDD

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HHM Wealth Advisors's MIDD Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Middleby (MIDD) in Q2 2025, closing a stake of 9 shares — an estimated $1.37K sold.

HHM Wealth Advisors first reported a position in MIDD in Q4 2024 and held it in 2 quarters. The position peaked at $1.37K in Q1 2025. 425 funds tracked by Wall St. Rank hold MIDD as of Q2 2025.

HHM Wealth Advisors reported no remaining Middleby position as of Q2 2025 after selling out during the quarter.
HHM Wealth Advisors sold 9 Middleby shares in Q2 2025, an estimated $1.37K.
HHM Wealth Advisors first reported a position in Middleby in Q4 2024 and held it in 2 quarters.
HHM Wealth Advisors's Middleby position peaked at $1.37K in Q1 2025.
425 funds tracked by Wall St. Rank held Middleby as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.