Merit Financial Group’s Middleby MIDD Stock Holding History

Merit Financial 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	$577K	Buy	5,571 +3,547	+175%	+$438K	﹤0.01%	1490
2026 Q2	$348K	Sell	2,024 -1,338	-40%	-$202K	﹤0.01%	1726
2026 Q1	$446K	Buy	3,362 +716	+27%	+$109K	﹤0.01%	1433
2025 Q4	$393K	Buy	2,646 +1,008	+62%	+$132K	﹤0.01%	1425
2025 Q3	$218K	Sell	1,638 -41	-2%	-$5.69K	﹤0.01%	1625
2025 Q2	$242K	Buy	+1,679	New	+$237K	﹤0.01%	1455
2024 Q4	–	Sell	-2,459	Closed	-$342K	–	1179
2024 Q3	$342K	Sell	2,459 -2,590	-51%	-$348K	0.01%	642
2024 Q2	$619K	Sell	5,049 -618	-11%	-$83.8K	0.01%	532
2024 Q1	$794K	Buy	5,667 +528	+10%	+$77.8K	0.02%	462
2023 Q4	$756K	Buy	5,139 +625	+14%	+$79.4K	0.02%	383
2023 Q3	$578K	Sell	4,514 -56	-1%	-$7.96K	0.02%	428
2023 Q2	$676K	Buy	4,570 +42	+0.9%	+$5.92K	0.02%	405
2023 Q1	$664K	Buy	4,528 +106	+2%	+$15.7K	0.02%	349
2022 Q4	$592K	Buy	+4,422	New	+$602K	0.02%	387

Other funds holding MIDD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Merit Financial Group's MIDD Position: Q3 2026 in Review

Merit Financial Group increased its Middleby (MIDD) stake by 175% in Q3 2026, buying an estimated $438K and bringing the position to 5,571 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

Merit Financial Group first reported a position in MIDD in Q4 2022 and has held it in 14 quarters since. The position peaked at $794K in Q1 2024. 245 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

Merit Financial Group held 5,571 shares of Middleby worth $577K as of Q3 2026.
Merit Financial Group bought 3,547 Middleby shares in Q3 2026, an estimated $438K.
Middleby made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1490 holding.
Merit Financial Group first reported a position in Middleby in Q4 2022 and has held it in 14 quarters since.
Merit Financial Group's Middleby position peaked at $794K in Q1 2024.
245 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.