AWM
MIDD icon

Abound Wealth Management’s Middleby MIDD Stock Holding History

Abound Wealth Management’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 		$53.2K Hold
309
– – 0.01% 228
2026
Q1 		$41K Hold
309
– – 0.01% 278
2025
Q4 		$45.9K Hold
309
– – 0.01% 242
2025
Q3 		$41.1K Hold
309
– – 0.01% 237
2025
Q2 		$44.5K Buy
309
+189
+158% +$26.6K 0.01% 213
2025
Q1 		$18.2K Hold
120
– – 0.01% 310
2024
Q4 		$16.3K Hold
120
– – 0.01% 315
2024
Q3 		$16.7K Hold
120
– – 0.01% 324
2024
Q2 		$14.7K Hold
120
– – 0.01% 307
2024
Q1 		$19.3K Hold
120
– – 0.01% 260
2023
Q4 		$17.7K Hold
120
– – 0.01% 284
2023
Q3 		$15.4K Hold
120
– – 0.01% 254
2023
Q2 		$17.7K Hold
120
– – 0.01% 231
2023
Q1 		$17.6K Hold
120
– – 0.01% 223
2022
Q4 		$16.1K Hold
120
– – 0.01% 209
2022
Q3 		$15.4K Buy
+120
New +$16.8K 0.01% 225

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

Abound Wealth Management's MIDD Position: Q2 2026 in Review

Abound Wealth Management held its Middleby (MIDD) position steady in Q2 2026 at 309 shares worth $53.2K. The position accounts for 0.01% of the portfolio, ranked #228.

Abound Wealth Management first reported a position in MIDD in Q3 2022 and has held it in 16 quarters since. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Abound Wealth Management held 309 shares of Middleby worth $53.2K as of Q2 2026.
  • Abound Wealth Management left its Middleby share count unchanged in Q2 2026.
  • Middleby made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #228 holding.
  • Abound Wealth Management first reported a position in Middleby in Q3 2022 and has held it in 16 quarters since.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.