Naples Global Advisors’s Middleby MIDD Stock Holding History

Naples Global 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
2026 Q1	–	Sell	-1,500	Closed	-$223K	–	448
2025 Q4	$223K	Buy	+1,500	New	+$197K	0.02%	421
2025 Q3	–	Sell	-1,500	Closed	-$216K	–	439
2025 Q2	$216K	Hold	1,500	–	–	0.02%	403
2025 Q1	$228K	Hold	1,500	–	–	0.02%	379
2024 Q4	$203K	Hold	1,500	–	–	0.02%	396
2024 Q3	$209K	Buy	+1,500	New	+$201K	0.02%	390
2024 Q2	–	Sell	-1,500	Closed	-$241K	–	405
2024 Q1	$241K	Hold	1,500	–	–	0.02%	369
2023 Q4	$221K	Buy	+1,500	New	+$191K	0.02%	380
2023 Q3	–	Sell	-1,500	Closed	-$222K	–	406
2023 Q2	$222K	Hold	1,500	–	–	0.03%	372
2023 Q1	$220K	Hold	1,500	–	–	0.03%	374
2022 Q4	$201K	Buy	+1,500	New	+$204K	0.03%	378
2022 Q2	–	Sell	-1,500	Closed	-$246K	–	384
2022 Q1	$246K	Hold	1,500	–	–	0.03%	366
2021 Q4	$295K	Hold	1,500	–	–	0.03%	348
2021 Q3	$256K	Hold	1,500	–	–	0.03%	351
2021 Q2	$260K	Hold	1,500	–	–	0.04%	347
2021 Q1	$249K	Buy	+1,500	New	+$221K	0.04%	339

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GIM

Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Naples Global Advisors's MIDD Position: Q1 2026 in Review

Naples Global Advisors sold out of Middleby (MIDD) in Q1 2026, closing a stake of 1,500 shares — an estimated $223K sold.

Naples Global Advisors first reported a position in MIDD in Q1 2021 and held it in 15 quarters. The position peaked at $295K in Q4 2021. 417 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

Naples Global Advisors reported no remaining Middleby position as of Q1 2026 after selling out during the quarter.
Naples Global Advisors sold 1,500 Middleby shares in Q1 2026, an estimated $223K.
Naples Global Advisors first reported a position in Middleby in Q1 2021 and held it in 15 quarters.
Naples Global Advisors's Middleby position peaked at $295K in Q4 2021.
417 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.