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Avion Wealth’s Middleby MIDD Stock Holding History

Avion Wealth’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 		$1K Hold
8
– – ﹤0.01% 1286
2026
Q1 		$1K Hold
8
– – ﹤0.01% 1087
2025
Q4 		$1K Hold
8
– – ﹤0.01% 1078
2025
Q3 		$1K Hold
8
– – ﹤0.01% 1055
2025
Q2 		$1K Hold
8
– – ﹤0.01% 1012
2025
Q1 		$1K Hold
8
– – ﹤0.01% 884
2024
Q4 		$1K Hold
8
– – ﹤0.01% 881
2024
Q3 		$1K Hold
8
– – ﹤0.01% 847
2024
Q2 		$0 Hold
8
– – ﹤0.01% 1135
2024
Q1 		$2K Hold
8
– – ﹤0.01% 717
2023
Q4 		$1K Buy
+8
New +$1.02K ﹤0.01% 872

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

Avion Wealth's MIDD Position: Q2 2026 in Review

Avion Wealth held its Middleby (MIDD) position steady in Q2 2026 at 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Avion Wealth first reported a position in MIDD in Q4 2023 and has held it in 11 quarters since. The position peaked at $2K in Q1 2024. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Avion Wealth held 8 shares of Middleby worth $1K as of Q2 2026.
  • Avion Wealth left its Middleby share count unchanged in Q2 2026.
  • Middleby made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1286 holding.
  • Avion Wealth first reported a position in Middleby in Q4 2023 and has held it in 11 quarters since.
  • Avion Wealth's Middleby position peaked at $2K in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.