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Venturi Wealth Management’s Middleby MIDD Stock Holding History

Venturi Wealth 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
2025
Q3 		– Sell
-1,415
Closed -$204K – 589
2025
Q2 		$204K Buy
+1,415
New +$199K 0.01% 520
2025
Q1 		– Sell
-34
Closed -$4.61K – 1336
2024
Q4 		$4.61K Buy
34
+22
+183% +$3.03K ﹤0.01% 1701
2024
Q3 		$1.67K Buy
+12
New +$1.61K ﹤0.01% 1694

Other funds holding MIDD

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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCAM
Turtle Creek Asset Management Toronto, Ontario, Canada $2.56B AUM 1.05% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Venturi Wealth Management's MIDD Position: Q3 2025 in Review

Venturi Wealth Management sold out of Middleby (MIDD) in Q3 2025, closing a stake of 1,415 shares — an estimated $204K sold.

Venturi Wealth Management first reported a position in MIDD in Q3 2024 and held it in 3 quarters. The position peaked at $204K in Q2 2025. 425 funds tracked by Wall St. Rank hold MIDD as of Q3 2025.

  • Venturi Wealth Management reported no remaining Middleby position as of Q3 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,415 Middleby shares in Q3 2025, an estimated $204K.
  • Venturi Wealth Management first reported a position in Middleby in Q3 2024 and held it in 3 quarters.
  • Venturi Wealth Management's Middleby position peaked at $204K in Q2 2025.
  • 425 funds tracked by Wall St. Rank held Middleby as of Q3 2025.

Based on Venturi Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.