VisionPoint Advisory Group
MIDD icon

VisionPoint Advisory Group’s Middleby MIDD Stock Holding History

VisionPoint Advisory 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
Q3 		$209K Sell
2,018
-828
-29% -$102K 0.03% 436
2026
Q2 		$490K Sell
2,846
-11,572
-80% -$1.74M 0.08% 263
2026
Q1 		$1.91M Sell
14,418
-585
-4% -$88.7K 0.36% 68
2025
Q4 		$2.23M Buy
15,003
+2,415
+19% +$317K 0.43% 66
2025
Q3 		$1.67M Buy
+12,588
New +$1.75M 0.33% 83

Other funds holding MIDD

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Fruth Investment Management
Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

VisionPoint Advisory Group's MIDD Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Middleby (MIDD) stake by 29% in Q3 2026, selling an estimated $102K and leaving 2,018 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #436.

VisionPoint Advisory Group first reported a position in MIDD in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.23M in Q4 2025. 61 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • VisionPoint Advisory Group held 2,018 shares of Middleby worth $209K as of Q3 2026.
  • VisionPoint Advisory Group sold 828 Middleby shares in Q3 2026, an estimated $102K.
  • Middleby made up 0.03% of VisionPoint Advisory Group's portfolio in Q3 2026, its #436 holding.
  • VisionPoint Advisory Group first reported a position in Middleby in Q3 2025 and has held it in 5 quarters since.
  • VisionPoint Advisory Group's Middleby position peaked at $2.23M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.