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Orion Portfolio Solutions’s Middleby MIDD Stock Holding History

Orion Portfolio Solutions’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
Q1 		$220K Sell
1,447
-58
-4% -$9.1K ﹤0.01% 1766
2024
Q4 		$204K Buy
+1,505
New +$208K ﹤0.01% 1746
2024
Q2 		– Sell
-1,485
Closed -$239K – 1765
2024
Q1 		$239K Buy
+1,485
New +$219K ﹤0.01% 1548
2020
Q3 		– Sell
-8
Closed -$1K – 1408
2020
Q2 		$1K Sell
8
-61
-88% -$3.95K ﹤0.01% 2025
2020
Q1 		$4K Sell
69
-60
-47% -$5.88K ﹤0.01% 1382
2019
Q4 		$14K Buy
+129
New +$14.8K ﹤0.01% 887

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Orion Portfolio Solutions's MIDD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Middleby (MIDD) stake by 3.9% in Q1 2025, selling an estimated $9.1K and leaving 1,447 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #1766.

Orion Portfolio Solutions first reported a position in MIDD in Q4 2019 and has held it in 6 quarters since. The position peaked at $239K in Q1 2024. 411 funds tracked by Wall St. Rank hold MIDD as of Q1 2025.

  • Orion Portfolio Solutions held 1,447 shares of Middleby worth $220K as of Q1 2025.
  • Orion Portfolio Solutions sold 58 Middleby shares in Q1 2025, an estimated $9.1K.
  • Middleby made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1766 holding.
  • Orion Portfolio Solutions first reported a position in Middleby in Q4 2019 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's Middleby position peaked at $239K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Middleby as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.