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High Note Wealth’s Middleby MIDD Stock Holding History

High Note Wealth’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
Q4 		– Sell
-38
Closed -$5.05K – 964
2025
Q3 		$5.05K Buy
38
+8
+27% +$1.11K ﹤0.01% 462
2025
Q2 		$4.32K Sell
30
-1
-3% -$141 ﹤0.01% 493
2025
Q1 		$4.71K Hold
31
– – ﹤0.01% 439
2024
Q4 		$4.2K Buy
+31
New +$4.27K ﹤0.01% 524

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

High Note Wealth's MIDD Position: Q4 2025 in Review

High Note Wealth sold out of Middleby (MIDD) in Q4 2025, closing a stake of 38 shares — an estimated $5.05K sold.

High Note Wealth first reported a position in MIDD in Q4 2024 and held it in 4 quarters. The position peaked at $5.05K in Q3 2025. 412 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • High Note Wealth reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • High Note Wealth sold 38 Middleby shares in Q4 2025, an estimated $5.05K.
  • High Note Wealth first reported a position in Middleby in Q4 2024 and held it in 4 quarters.
  • High Note Wealth's Middleby position peaked at $5.05K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on High Note Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.