NWAG
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Net Worth Advisory Group’s Middleby MIDD Stock Holding History

Net Worth Advisory 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
2025
Q3 		– Sell
-1,830
Closed -$263K – 460
2025
Q2 		$263K Buy
1,830
+91
+5% +$12.8K 0.06% 344
2025
Q1 		$264K Buy
1,739
+34
+2% +$5.33K 0.08% 287
2024
Q4 		$231K Sell
1,705
-2
-0.1% -$276 0.07% 323
2024
Q3 		$238K Buy
+1,707
New +$229K 0.07% 333

Other funds holding MIDD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Net Worth Advisory Group's MIDD Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Middleby (MIDD) in Q3 2025, closing a stake of 1,830 shares — an estimated $263K sold.

Net Worth Advisory Group first reported a position in MIDD in Q3 2024 and held it in 4 quarters. The position peaked at $264K in Q1 2025. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

  • Net Worth Advisory Group reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 1,830 Middleby shares in Q3 2025, an estimated $263K.
  • Net Worth Advisory Group first reported a position in Middleby in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's Middleby position peaked at $264K in Q1 2025.
  • 425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.