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Annis Gardner Whiting Capital Advisors’s Middleby MIDD Stock Holding History

Annis Gardner Whiting Capital 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
Q1 		– Sell
-46
Closed -$6.84K – 1369
2025
Q4 		$6.84K Sell
46
-5
-10% -$656 ﹤0.01% 830
2025
Q3 		$6.78K Sell
51
-513
-91% -$71.2K ﹤0.01% 750
2025
Q2 		$81.2K Hold
564
– – 0.03% 335
2025
Q1 		$85.7K Hold
564
– – 0.04% 288
2024
Q4 		$76.4K Buy
564
+3
+0.5% +$414 0.02% 299
2024
Q3 		$78.1K Hold
561
– – 0.02% 319
2024
Q2 		$68.8K Buy
561
+51
+10% +$6.92K 0.02% 360
2024
Q1 		$82K Hold
510
– – 0.03% 310
2023
Q4 		$75.1K Buy
+510
New +$64.8K 0.03% 255

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
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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's MIDD Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Middleby (MIDD) in Q1 2026, closing a stake of 46 shares — an estimated $6.84K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MIDD in Q4 2023 and held it in 9 quarters. The position peaked at $85.7K in Q1 2025. 420 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Middleby position as of Q1 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 46 Middleby shares in Q1 2026, an estimated $6.84K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Middleby in Q4 2023 and held it in 9 quarters.
  • Annis Gardner Whiting Capital Advisors's Middleby position peaked at $85.7K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.