RAFFA WEALTH MANAGEMENT, LLC’s Middleby MIDD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 Q2	$1.55K	Buy	9 +1	+13%	+$151	﹤0.01%	906
2026 Q1	$1.06K	Hold	8	–	–	﹤0.01%	932
2025 Q4	$1.19K	Hold	8	–	–	﹤0.01%	888
2025 Q3	$1.06K	Sell	8 -72	-90%	-$10K	﹤0.01%	882
2025 Q2	$11.5K	Buy	80 +72	+900%	+$10.1K	﹤0.01%	350
2025 Q1	$1.22K	Hold	8	–	–	﹤0.01%	774
2024 Q4	$1.08K	Hold	8	–	–	﹤0.01%	850
2024 Q3	$1.11K	Hold	8	–	–	﹤0.01%	822
2024 Q2	$981	Hold	8	–	–	﹤0.01%	908
2024 Q1	$1.29K	Hold	8	–	–	﹤0.01%	824
2023 Q4	$1.18K	Hold	8	–	–	﹤0.01%	770
2023 Q3	$1.02K	Hold	8	–	–	﹤0.01%	772
2023 Q2	$1.18K	Hold	8	–	–	﹤0.01%	751
2023 Q1	$1.17K	Hold	8	–	–	﹤0.01%	743
2022 Q4	$1.07K	Hold	8	–	–	﹤0.01%	759
2022 Q3	$1.02K	Hold	8	–	–	﹤0.01%	797
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	820
2022 Q1	$1.31K	Hold	8	–	–	﹤0.01%	764
2021 Q4	$1.57K	Hold	8	–	–	﹤0.01%	726
2021 Q3	$1.36K	Hold	8	–	–	﹤0.01%	723
2021 Q2	$1.39K	Hold	8	–	–	﹤0.01%	719
2021 Q1	$1.33K	Hold	8	–	–	﹤0.01%	750
2020 Q4	$1.03K	Hold	8	–	–	﹤0.01%	738
2020 Q3	$718	Hold	8	–	–	﹤0.01%	743
2020 Q2	$632	Hold	8	–	–	﹤0.01%	772
2020 Q1	$455	Hold	8	–	–	﹤0.01%	765
2019 Q4	$876	Hold	8	–	–	﹤0.01%	658
2019 Q3	$935	Buy	+8	New	+$981	﹤0.01%	626
2019 Q2	–	Sell	-8	Closed	-$1.04K	–	1128
2019 Q1	$1.04K	Hold	8	–	–	﹤0.01%	550
2018 Q4	$822	Hold	8	–	–	﹤0.01%	622
2018 Q3	$1.03K	Hold	8	–	–	﹤0.01%	595
2018 Q2	$835	Hold	8	–	–	﹤0.01%	684
2018 Q1	$990	Buy	+8	New	+$1.05K	﹤0.01%	563
2017 Q3	–	Sell	-14	Closed	-$1.7K	–	345
2017 Q2	$1.7K	Hold	14	–	–	﹤0.01%	300
2017 Q1	$1.91K	Hold	14	–	–	﹤0.01%	269
2016 Q4	$1.8K	Hold	14	–	–	﹤0.01%	298
2016 Q3	$1.73K	Hold	14	–	–	﹤0.01%	295
2016 Q2	$1.61K	Hold	14	–	–	﹤0.01%	295
2016 Q1	$1.5K	Hold	14	–	–	﹤0.01%	303
2015 Q4	$1.51K	Hold	14	–	–	﹤0.01%	301
2015 Q3	$1.47K	Buy	+14	New	+$1.61K	﹤0.01%	314

Other funds holding MIDD

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

HPCM

Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return

Mayar Capital London, United Kingdom $89.1M AUM 3.94% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MIDD Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Middleby (MIDD) stake by 13% in Q2 2026, buying an estimated $151 and bringing the position to 9 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #906.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MIDD in Q3 2015 and has held it in 41 quarters since. The position peaked at $11.5K in Q2 2025. 114 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 9 shares of Middleby worth $1.55K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 1 Middleby share in Q2 2026, an estimated $151.
Middleby made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #906 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Middleby in Q3 2015 and has held it in 41 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Middleby position peaked at $11.5K in Q2 2025.
114 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.