Mount Yale Investment Advisors’s Middleby MIDD Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-9	Closed	-$1.3K	–	1228
2025 Q2	$1.3K	Buy	+9	New	+$1.27K	﹤0.01%	1373
2020 Q1	–	Sell	-11,400	Closed	-$1.28M	–	319
2019 Q4	$1.28M	Sell	11,400 -512	-4%	-$58.8K	0.22%	106
2019 Q3	$1.42M	Sell	11,912 -568	-5%	-$69.7K	0.25%	95
2019 Q2	$1.44M	Sell	12,480 -231	-2%	-$31.1K	0.27%	87
2019 Q1	$1.65M	Sell	12,711 -74	-0.6%	-$8.88K	0.31%	76
2018 Q4	$1.54M	Sell	12,785 -593	-4%	-$67.5K	0.31%	81
2018 Q3	$1.56M	Sell	13,378 -561	-4%	-$64K	0.27%	82
2018 Q2	$1.46M	Buy	13,939 +254	+2%	+$28.8K	0.28%	89
2018 Q1	$1.69M	Buy	+13,685	New	+$1.79M	0.36%	73

Other funds holding MIDD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

GIM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Mount Yale Investment Advisors's MIDD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Middleby (MIDD) in Q3 2025, closing a stake of 9 shares — an estimated $1.3K sold.

Mount Yale Investment Advisors first reported a position in MIDD in Q1 2018 and held it in 9 quarters. The position peaked at $1.69M in Q1 2018. 424 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 9 Middleby shares in Q3 2025, an estimated $1.3K.
Mount Yale Investment Advisors first reported a position in Middleby in Q1 2018 and held it in 9 quarters.
Mount Yale Investment Advisors's Middleby position peaked at $1.69M in Q1 2018.
424 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.