Smartleaf Asset Management’s Middleby MIDD Stock Holding History

Smartleaf Asset Management’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	$14.4K	Buy	113 +19	+20%	+$2.88K	﹤0.01%	2142
2025 Q4	$14.2K	Sell	94 -3	-3%	-$394	﹤0.01%	2216
2025 Q3	$13K	Buy	97 +52	+116%	+$7.22K	﹤0.01%	2004
2025 Q2	$6.52K	Sell	45 -58	-56%	-$8.17K	﹤0.01%	1965
2025 Q1	$15.7K	Buy	103 +18	+21%	+$2.82K	﹤0.01%	1735
2024 Q4	$11.5K	Buy	85 +26	+44%	+$3.58K	﹤0.01%	1935
2024 Q3	$8.36K	Buy	59 +39	+195%	+$5.24K	﹤0.01%	1870
2024 Q2	$2.49K	Hold	20	–	–	﹤0.01%	2137
2024 Q1	$3.19K	Buy	20 +19	+1,900%	+$2.8K	﹤0.01%	1362
2023 Q4	$0	Buy	+1	New	+$127	﹤0.01%	1194

Other funds holding MIDD

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return