TFC Financial Management’s Middleby MIDD Stock Holding History

TFC Financial 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 Q2	$173	Hold	1	–	–	﹤0.01%	859
2026 Q1	$133	Sell	1 -230	-100%	-$34.9K	﹤0.01%	842
2025 Q4	$34.3K	Hold	231	–	–	﹤0.01%	309
2025 Q3	$30.7K	Buy	231 +230	+23,000%	+$31.9K	﹤0.01%	311
2025 Q2	$144	Buy	+1	New	+$141	﹤0.01%	833
2023 Q2	–	Sell	-1	Closed	-$147	–	709
2023 Q1	$147	Buy	+1	New	+$149	﹤0.01%	678
2022 Q1	–	Sell	-26	Closed	-$5K	–	556
2021 Q4	$5K	Hold	26	–	–	﹤0.01%	392
2021 Q3	$4K	Hold	26	–	–	﹤0.01%	402
2021 Q2	$5K	Hold	26	–	–	﹤0.01%	375
2021 Q1	$4K	Hold	26	–	–	﹤0.01%	381
2020 Q4	$3K	Hold	26	–	–	﹤0.01%	396
2020 Q3	$2K	Buy	+26	New	+$2.35K	﹤0.01%	410

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TFC Financial Management's MIDD Position: Q2 2026 in Review

TFC Financial Management held its Middleby (MIDD) position steady in Q2 2026 at 1 share worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #859.

TFC Financial Management first reported a position in MIDD in Q3 2020 and has held it in 12 quarters since. The position peaked at $34.3K in Q4 2025. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

TFC Financial Management held 1 share of Middleby worth $173 as of Q2 2026.
TFC Financial Management left its Middleby share count unchanged in Q2 2026.
Middleby made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #859 holding.
TFC Financial Management first reported a position in Middleby in Q3 2020 and has held it in 12 quarters since.
TFC Financial Management's Middleby position peaked at $34.3K in Q4 2025.
453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.