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MIDD icon

Bailard’s Middleby MIDD Stock Holding History

Bailard’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
-1,800
Closed -$268K – 793
2025
Q4 		$268K Buy
+1,800
New +$236K 0.01% 617

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

Bailard's MIDD Position: Q1 2026 in Review

Bailard sold out of Middleby (MIDD) in Q1 2026, closing a stake of 1,800 shares — an estimated $268K sold.

Bailard first reported a position in MIDD in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 420 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Bailard reported no remaining Middleby position as of Q1 2026 after selling out during the quarter.
  • Bailard sold 1,800 Middleby shares in Q1 2026, an estimated $268K.
  • Bailard first reported a position in Middleby in Q4 2025 and held it in 1 quarter.
  • Bailard's Middleby position peaked at $268K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.