TPBG
MIDD icon

Turning Point Benefit Group’s Middleby MIDD Stock Holding History

Turning Point Benefit Group’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
-13
Closed -$1.93K – 515
2025
Q4 		$1.93K Buy
13
+1
+8% +$131 ﹤0.01% 452
2025
Q3 		$1.61K Buy
+12
New +$1.67K ﹤0.01% 334

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Turning Point Benefit Group's MIDD Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Middleby (MIDD) in Q1 2026, closing a stake of 13 shares — an estimated $1.93K sold.

Turning Point Benefit Group first reported a position in MIDD in Q3 2025 and held it in 2 quarters. The position peaked at $1.93K in Q4 2025. 420 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Middleby position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 13 Middleby shares in Q1 2026, an estimated $1.93K.
  • Turning Point Benefit Group first reported a position in Middleby in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Middleby position peaked at $1.93K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.