Vestor Capital’s Middleby MIDD Stock Holding History

Vestor Capital’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	$133K	Sell	1,000 -385	-28%	-$58.4K	0.01%	172
2025 Q4	$149K	Buy	1,385 +385	+39%	+$50.5K	0.01%	153
2025 Q3	$133K	Sell	1,000 -2,680	-73%	-$372K	0.01%	180
2025 Q2	$178K	Buy	3,680 +2,680	+268%	+$378K	0.01%	154
2025 Q1	$152K	Hold	1,000	–	–	0.01%	156
2024 Q4	$135K	Hold	1,000	–	–	0.01%	181
2024 Q3	$139K	Hold	1,000	–	–	0.01%	157
2024 Q2	$123K	Sell	1,000 -350	-26%	-$47.5K	0.01%	163
2024 Q1	$217K	Buy	1,350 +350	+35%	+$51.6K	0.02%	132
2023 Q4	$147K	Hold	1,000	–	–	0.01%	142
2023 Q3	$128K	Hold	1,000	–	–	0.01%	152
2023 Q2	$148K	Hold	1,000	–	–	0.02%	146
2023 Q1	$147K	Hold	1,000	–	–	0.02%	149
2022 Q4	$134K	Hold	1,000	–	–	0.02%	152
2022 Q3	$128K	Hold	1,000	–	–	0.02%	133
2022 Q2	$125K	Hold	1,000	–	–	0.02%	131
2022 Q1	$164K	Sell	1,000 -500	-33%	-$90.8K	0.02%	122
2021 Q4	$295K	Hold	1,500	–	–	0.03%	103
2021 Q3	$256K	Hold	1,500	–	–	0.03%	107
2021 Q2	$260K	Hold	1,500	–	–	0.03%	99
2021 Q1	$249K	Hold	1,500	–	–	0.03%	100
2020 Q4	$193K	Buy	+1,500	New	+$181K	0.02%	104

Other funds holding MIDD

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return