JFS Wealth Advisors’s Middleby MIDD Stock Holding History

JFS 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
2026 Q2	$4.99K	Buy	29 +2	+7%	+$301	﹤0.01%	1273
2026 Q1	$3.58K	Sell	27 -9	-25%	-$1.36K	﹤0.01%	1312
2025 Q4	$5.35K	Buy	36 +9	+33%	+$1.18K	﹤0.01%	1216
2025 Q3	$3.59K	Sell	27 -1	-4%	-$139	﹤0.01%	1244
2025 Q2	$4.03K	Sell	28 -12	-30%	-$1.69K	﹤0.01%	1156
2025 Q1	$6.08K	Buy	40 +4	+11%	+$628	﹤0.01%	1042
2024 Q4	$4.88K	Buy	36 +6	+20%	+$827	﹤0.01%	1134
2024 Q3	$4.17K	Buy	30 +1	+3%	+$134	﹤0.01%	1187
2024 Q2	$3.56K	Buy	29 +3	+12%	+$407	﹤0.01%	1204
2024 Q1	$4.18K	Buy	26 +11	+73%	+$1.62K	﹤0.01%	1163
2023 Q4	$2.21K	Sell	15 -3	-17%	-$381	﹤0.01%	1388
2023 Q3	$2.3K	Sell	18 -7	-28%	-$995	﹤0.01%	1307
2023 Q2	$3.7K	Hold	25	–	–	﹤0.01%	1142
2023 Q1	$3.67K	Sell	25 -2	-7%	-$297	﹤0.01%	1119
2022 Q4	$3.62K	Hold	27	–	–	﹤0.01%	1125
2022 Q3	$3K	Sell	27 -24	-47%	-$3.37K	﹤0.01%	1204
2022 Q2	$6K	Buy	51 +25	+96%	+$3.61K	﹤0.01%	944
2022 Q1	$4K	Buy	26 +12	+86%	+$2.18K	﹤0.01%	1153
2021 Q4	$3K	Buy	+14	New	+$2.55K	﹤0.01%	965

Other funds holding MIDD

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $508M AUM

Uptown Financial Advisors Dallas, Texas $136M AUM 19.4% 1-Year Est. Return