MV Capital Management’s Middleby MIDD Stock Holding History

MV Capital Management’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 Q4	–	Sell	-1	Closed	-$133	–	1213
2025 Q3	$133	Hold	1	–	–	﹤0.01%	978
2025 Q2	$144	Hold	1	–	–	﹤0.01%	970
2025 Q1	$152	Hold	1	–	–	﹤0.01%	947
2024 Q4	$136	Hold	1	–	–	﹤0.01%	936
2024 Q3	$140	Hold	1	–	–	﹤0.01%	926
2024 Q2	$123	Buy	+1	New	+$136	﹤0.01%	863

Other funds holding MIDD

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

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

GIM

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MV Capital Management's MIDD Position: Q4 2025 in Review

MV Capital Management sold out of Middleby (MIDD) in Q4 2025, closing a stake of 1 share — an estimated $133 sold.

MV Capital Management first reported a position in MIDD in Q2 2024 and held it in 6 quarters. The position peaked at $152 in Q1 2025. 411 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

MV Capital Management reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
MV Capital Management sold 1 Middleby share in Q4 2025, an estimated $133.
MV Capital Management first reported a position in Middleby in Q2 2024 and held it in 6 quarters.
MV Capital Management's Middleby position peaked at $152 in Q1 2025.
411 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on MV Capital Management's 13F filing for Q4 2025, filed 23 Feb 2026.