NewEdge Advisors’s Middleby MIDD Stock Holding History

NewEdge 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	-2	Closed	-$288	–	4190
2025 Q2	$288	Sell	2 -6	-75%	-$845	﹤0.01%	3854
2025 Q1	$1.22K	Hold	8	–	–	﹤0.01%	3594
2024 Q4	$1.08K	Hold	8	–	–	﹤0.01%	3553
2024 Q3	$1.11K	Hold	8	–	–	﹤0.01%	3491
2024 Q2	$981	Hold	8	–	–	﹤0.01%	3472
2024 Q1	$1.29K	Hold	8	–	–	﹤0.01%	3455
2023 Q4	$1.18K	Buy	+8	New	+$1.02K	﹤0.01%	3439
2017 Q3	–	Sell	-216	Closed	-$25.8K	–	813
2017 Q2	$25.8K	Buy	+216	New	+$28.5K	﹤0.01%	663

Other funds holding MIDD

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

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

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

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

NewEdge Advisors's MIDD Position: Q3 2025 in Review

NewEdge Advisors sold out of Middleby (MIDD) in Q3 2025, closing a stake of 2 shares — an estimated $288 sold.

NewEdge Advisors first reported a position in MIDD in Q2 2017 and held it in 8 quarters. The position peaked at $25.8K in Q2 2017. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

NewEdge Advisors reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 2 Middleby shares in Q3 2025, an estimated $288.
NewEdge Advisors first reported a position in Middleby in Q2 2017 and held it in 8 quarters.
NewEdge Advisors's Middleby position peaked at $25.8K in Q2 2017.
425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.