VCA
MIDD icon

Verdence Capital Advisors’s Middleby MIDD Stock Holding History

Verdence Capital 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
2025
Q1 		– Sell
-2,284
Closed -$309K – 665
2024
Q4 		$309K Buy
2,284
+6
+0.3% +$827 0.02% 504
2024
Q3 		$317K Buy
2,278
+88
+4% +$11.8K 0.03% 504
2024
Q2 		$269K Buy
2,190
+27
+1% +$3.66K 0.02% 505
2024
Q1 		$348K Buy
+2,163
New +$319K 0.03% 428

Other funds holding MIDD

Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Verdence Capital Advisors's MIDD Position: Q1 2025 in Review

Verdence Capital Advisors sold out of Middleby (MIDD) in Q1 2025, closing a stake of 2,284 shares — an estimated $309K sold.

Verdence Capital Advisors first reported a position in MIDD in Q1 2024 and held it in 4 quarters. The position peaked at $348K in Q1 2024. 411 funds tracked by Wall St. Rank hold MIDD as of Q1 2025.

  • Verdence Capital Advisors reported no remaining Middleby position as of Q1 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 2,284 Middleby shares in Q1 2025, an estimated $309K.
  • Verdence Capital Advisors first reported a position in Middleby in Q1 2024 and held it in 4 quarters.
  • Verdence Capital Advisors's Middleby position peaked at $348K in Q1 2024.
  • 411 funds tracked by Wall St. Rank held Middleby as of Q1 2025.

Based on Verdence Capital Advisors's 13F filing for Q1 2025, filed 2 May 2025.