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Wealthspire Advisors (New York)’s Middleby MIDD Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-489
Closed -$65K – 2148
2025
Q3 		$65K Buy
+489
New +$67.9K ﹤0.01% 1144

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
GIM
Garden Investment Management Greenwich, Connecticut $798M AUM 18.61% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wealthspire Advisors (New York)'s MIDD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Middleby (MIDD) in Q4 2025, closing a stake of 489 shares — an estimated $65K sold.

Wealthspire Advisors (New York) first reported a position in MIDD in Q3 2025 and held it in 1 quarter. The position peaked at $65K in Q3 2025. 413 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 489 Middleby shares in Q4 2025, an estimated $65K.
  • Wealthspire Advisors (New York) first reported a position in Middleby in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Middleby position peaked at $65K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.