NewEdge Wealth’s Middleby MIDD Stock Holding History

NewEdge Wealth’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	-3,003	Closed	-$446K	–	1229
2025 Q4	$446K	Buy	3,003 +332	+12%	+$43.6K	0.01%	890
2025 Q3	$330K	Buy	2,671 +220	+9%	+$30.5K	﹤0.01%	853
2025 Q2	$295K	Buy	+2,451	New	+$345K	﹤0.01%	837

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 $3.38T AUM 44.17% 1-Year Est. Return

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

NewEdge Wealth's MIDD Position: Q1 2026 in Review

NewEdge Wealth sold out of Middleby (MIDD) in Q1 2026, closing a stake of 3,003 shares — an estimated $446K sold.

NewEdge Wealth first reported a position in MIDD in Q2 2025 and held it in 3 quarters. The position peaked at $446K in Q4 2025. 420 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

NewEdge Wealth reported no remaining Middleby position as of Q1 2026 after selling out during the quarter.
NewEdge Wealth sold 3,003 Middleby shares in Q1 2026, an estimated $446K.
NewEdge Wealth first reported a position in Middleby in Q2 2025 and held it in 3 quarters.
NewEdge Wealth's Middleby position peaked at $446K in Q4 2025.
420 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.