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Action Point Financial Planning’s Middleby MIDD Stock Holding History

Action Point Financial Planning’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 		$7.4K Buy
+48
New +$7.24K ﹤0.01% 1607

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

Action Point Financial Planning's MIDD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Middleby (MIDD) in Q2 2026: 48 shares worth $7.4K. The stake represents ﹤0.01% of the portfolio and ranks #1607 among its holdings.

449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Action Point Financial Planning held 48 shares of Middleby worth $7.4K as of Q2 2026.
  • Middleby was a new Action Point Financial Planning position in Q2 2026.
  • Middleby made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1607 holding.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.