Mather Group’s Middleby MIDD Stock Holding History

Mather Group’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	$9.6K	Hold	93	–	–	﹤0.01%	1656
2026 Q2	$16K	Hold	93	–	–	﹤0.01%	1386
2026 Q1	$12.3K	Buy	+93	New	+$14.1K	﹤0.01%	1392
2025 Q4	–	Sell	-93	Closed	-$12.4K	–	1263
2025 Q3	$12.4K	Buy	+93	New	+$12.9K	﹤0.01%	1224
2025 Q2	–	Sell	-93	Closed	-$14.1K	–	1290
2025 Q1	$14.1K	Hold	93	–	–	﹤0.01%	1174
2024 Q4	$12.6K	Buy	+93	New	+$12.8K	﹤0.01%	1189
2024 Q3	–	Sell	-29	Closed	-$4.66K	–	1997
2024 Q2	$4.66K	Buy	29 +13	+81%	+$1.76K	﹤0.01%	1646
2024 Q1	$2.36K	Buy	+16	New	+$2.36K	﹤0.01%	1514
2022 Q1	–	Sell	-1,790	Closed	-$352K	–	463
2021 Q4	$352K	Buy	+1,790	New	+$327K	0.01%	273

Other funds holding MIDD

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Mather Group's MIDD Position: Q3 2026 in Review

Mather Group held its Middleby (MIDD) position steady in Q3 2026 at 93 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Mather Group first reported a position in MIDD in Q4 2021 and has held it in 9 quarters since. The position peaked at $352K in Q4 2021. 61 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

Mather Group held 93 shares of Middleby worth $9.6K as of Q3 2026.
Mather Group left its Middleby share count unchanged in Q3 2026.
Middleby made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1656 holding.
Mather Group first reported a position in Middleby in Q4 2021 and has held it in 9 quarters since.
Mather Group's Middleby position peaked at $352K in Q4 2021.
61 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.