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Aaron Wealth Advisors’s Middleby MIDD Stock Holding History

Aaron Wealth 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
2026
Q2 		$619K Buy
+3,596
New +$542K 0.03% 367
2025
Q4 		– Sell
-8,761
Closed -$1.16M – 700
2025
Q3 		$1.16M Buy
+8,761
New +$1.22M 0.07% 199

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aaron Wealth Advisors's MIDD Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in Middleby (MIDD) in Q2 2026: 3,596 shares worth $619K. The stake represents 0.03% of the portfolio and ranks #367 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in MIDD as recently as Q3 2025.

Aaron Wealth Advisors first reported a position in MIDD in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.16M in Q3 2025. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Aaron Wealth Advisors held 3,596 shares of Middleby worth $619K as of Q2 2026.
  • Middleby was a new Aaron Wealth Advisors position in Q2 2026.
  • Middleby made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #367 holding.
  • Aaron Wealth Advisors first reported a position in Middleby in Q3 2025 and has held it in 2 quarters since.
  • Aaron Wealth Advisors's Middleby position peaked at $1.16M in Q3 2025.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.