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 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return