Baker Avenue Asset Management’s Middleby MIDD Stock Holding History

Baker Avenue Asset Management’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	$584K	Buy	3,395 +1,220	+56%	+$184K	0.01%	443
2026 Q1	$288K	Buy	2,175 +404	+23%	+$61.3K	0.01%	617
2025 Q4	$263K	Sell	1,771 -369	-17%	-$48.4K	0.01%	543
2025 Q3	$284K	Buy	+2,140	New	+$297K	0.01%	488
2023 Q4	–	Sell	-132	Closed	-$16.9K	–	1045
2023 Q3	$16.9K	Hold	132	–	–	﹤0.01%	677
2023 Q2	$19.5K	Buy	132 +120	+1,000%	+$16.9K	﹤0.01%	660
2023 Q1	$1.76K	Hold	12	–	–	﹤0.01%	1021
2022 Q4	$1.61K	Buy	+12	New	+$1.63K	﹤0.01%	977

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baker Avenue Asset Management's MIDD Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Middleby (MIDD) stake by 56% in Q2 2026, buying an estimated $184K and bringing the position to 3,395 shares worth $584K. The position accounts for 0.01% of the portfolio, ranked #443.

Baker Avenue Asset Management first reported a position in MIDD in Q4 2022 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Baker Avenue Asset Management held 3,395 shares of Middleby worth $584K as of Q2 2026.
Baker Avenue Asset Management bought 1,220 Middleby shares in Q2 2026, an estimated $184K.
Middleby made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #443 holding.
Baker Avenue Asset Management first reported a position in Middleby in Q4 2022 and has held it in 8 quarters since.
453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.