JFS Wealth Advisors
MIDD icon

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
Q3 		$3K Hold
29
– – ﹤0.01% 1447
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Clarkston Capital Partners
Clarkston Capital Partners Rochester, Michigan $1.1B AUM 2.84% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

JFS Wealth Advisors's MIDD Position: Q3 2026 in Review

JFS Wealth Advisors held its Middleby (MIDD) position steady in Q3 2026 at 29 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

JFS Wealth Advisors first reported a position in MIDD in Q4 2021 and has held it in 20 quarters since. The position peaked at $6.08K in Q1 2025. 232 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • JFS Wealth Advisors held 29 shares of Middleby worth $3K as of Q3 2026.
  • JFS Wealth Advisors left its Middleby share count unchanged in Q3 2026.
  • Middleby made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1447 holding.
  • JFS Wealth Advisors first reported a position in Middleby in Q4 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Middleby position peaked at $6.08K in Q1 2025.
  • 232 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.