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MIDD icon

Aviso Financial’s Middleby MIDD Stock Holding History

Aviso Financial’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 		$8.26K Sell
48
-876
-95% -$132K ﹤0.01% 243
2026
Q1 		$123K Sell
924
-317
-26% -$48.1K ﹤0.01% 234
2025
Q4 		$184K Sell
1,241
-335,839
-100% -$44.1M 0.01% 221
2025
Q3 		$44.8M Buy
337,080
+4,957
+1% +$688K 1.82% 22
2025
Q2 		$47.8M Buy
332,123
+7,322
+2% +$1.03M 2.16% 17
2025
Q1 		$49.4M Buy
324,801
+7,765
+2% +$1.22M 2.43% 16
2024
Q4 		$42.9M Buy
317,036
+9,180
+3% +$1.27M 2.17% 16
2024
Q3 		$42.8M Buy
307,856
+6,946
+2% +$933K 2.12% 19
2024
Q2 		$36.9M Buy
+300,910
New +$40.8M 2.06% 17

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

Aviso Financial's MIDD Position: Q2 2026 in Review

Aviso Financial reduced its Middleby (MIDD) stake by 95% in Q2 2026, selling an estimated $132K and leaving 48 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Aviso Financial first reported a position in MIDD in Q2 2024 and has held it in 9 quarters since. The position peaked at $49.4M in Q1 2025. 451 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Aviso Financial held 48 shares of Middleby worth $8.26K as of Q2 2026.
  • Aviso Financial sold 876 Middleby shares in Q2 2026, an estimated $132K.
  • Middleby made up ﹤0.01% of Aviso Financial's portfolio in Q2 2026, its #243 holding.
  • Aviso Financial first reported a position in Middleby in Q2 2024 and has held it in 9 quarters since.
  • Aviso Financial's Middleby position peaked at $49.4M in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.