NewSquare Capital’s Middleby MIDD Stock Holding History

NewSquare Capital’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	-4	Closed	-$576	–	806
2025 Q2	$576	Hold	4	–	–	﹤0.01%	1126
2025 Q1	$608	Buy	+4	New	+$628	﹤0.01%	998

Other funds holding MIDD

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

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

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

GIM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

NewSquare Capital's MIDD Position: Q3 2025 in Review

NewSquare Capital sold out of Middleby (MIDD) in Q3 2025, closing a stake of 4 shares — an estimated $576 sold.

NewSquare Capital first reported a position in MIDD in Q1 2025 and held it in 2 quarters. The position peaked at $608 in Q1 2025. 424 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

NewSquare Capital reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 4 Middleby shares in Q3 2025, an estimated $576.
NewSquare Capital first reported a position in Middleby in Q1 2025 and held it in 2 quarters.
NewSquare Capital's Middleby position peaked at $608 in Q1 2025.
424 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.