TrueWealth Advisors’s Middleby MIDD Stock Holding History

TrueWealth Advisors’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	–	Sell	-1,631	Closed	-$242K	–	243
2025 Q4	$242K	Sell	1,631 -174	-10%	-$22.8K	0.06%	212
2025 Q3	$240K	Buy	+1,805	New	+$251K	0.06%	205

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

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TrueWealth Advisors's MIDD Position: Q1 2026 in Review

TrueWealth Advisors sold out of Middleby (MIDD) in Q1 2026, closing a stake of 1,631 shares — an estimated $242K sold.

TrueWealth Advisors first reported a position in MIDD in Q3 2025 and held it in 2 quarters. The position peaked at $242K in Q4 2025. 418 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

TrueWealth Advisors reported no remaining Middleby position as of Q1 2026 after selling out during the quarter.
TrueWealth Advisors sold 1,631 Middleby shares in Q1 2026, an estimated $242K.
TrueWealth Advisors first reported a position in Middleby in Q3 2025 and held it in 2 quarters.
TrueWealth Advisors's Middleby position peaked at $242K in Q4 2025.
418 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on TrueWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.