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Ritter Daniher Financial Advisory’s Middleby MIDD Stock Holding History

Ritter Daniher Financial Advisory’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
Q4 		– Sell
-47
Closed -$6.25K – 621
2025
Q3 		$6.25K Buy
+47
New +$6.53K ﹤0.01% 381

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ritter Daniher Financial Advisory's MIDD Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of Middleby (MIDD) in Q4 2025, closing a stake of 47 shares — an estimated $6.25K sold.

Ritter Daniher Financial Advisory first reported a position in MIDD in Q3 2025 and held it in 1 quarter. The position peaked at $6.25K in Q3 2025. 413 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Ritter Daniher Financial Advisory reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 47 Middleby shares in Q4 2025, an estimated $6.25K.
  • Ritter Daniher Financial Advisory first reported a position in Middleby in Q3 2025 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's Middleby position peaked at $6.25K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.