Bartlett & Co Wealth Management’s Middleby MIDD Stock Holding History

Bartlett & Co Wealth 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	$28.9K	Hold	168	–	–	﹤0.01%	833
2026 Q1	$23.1K	Buy	168 +1	+0.6%	+$152	﹤0.01%	802
2025 Q4	$24.8K	Hold	167	–	–	﹤0.01%	784
2025 Q3	$22.2K	Sell	167 -24	-13%	-$3.33K	﹤0.01%	809
2025 Q2	$27.5K	Buy	191 +24	+14%	+$3.38K	﹤0.01%	757
2025 Q1	$25.4K	Hold	167	–	–	﹤0.01%	781
2024 Q4	$22.6K	Hold	167	–	–	﹤0.01%	789
2024 Q3	$23.2K	Hold	167	–	–	﹤0.01%	793
2024 Q2	$20.5K	Hold	167	–	–	﹤0.01%	814
2024 Q1	$26.9K	Hold	167	–	–	﹤0.01%	772
2023 Q4	$24.9K	Hold	167	–	–	﹤0.01%	840
2023 Q3	$21.4K	Hold	167	–	–	﹤0.01%	809
2023 Q2	$24.7K	Hold	167	–	–	﹤0.01%	783
2023 Q1	$24.5K	Hold	167	–	–	﹤0.01%	681
2022 Q4	$22.4K	Hold	167	–	–	﹤0.01%	705
2022 Q3	$21.4K	Hold	167	–	–	﹤0.01%	689
2022 Q2	$20.9K	Hold	167	–	–	﹤0.01%	730
2022 Q1	$27.4K	Buy	+167	New	+$30.3K	﹤0.01%	682
2021 Q4	–	Sell	-167	Closed	-$28.5K	–	689
2021 Q3	$28.5K	Hold	167	–	–	﹤0.01%	591
2021 Q2	$28.9K	Hold	167	–	–	﹤0.01%	591
2021 Q1	$27.7K	Hold	167	–	–	﹤0.01%	630
2020 Q4	$21.5K	Hold	167	–	–	﹤0.01%	657
2020 Q3	$15K	Hold	167	–	–	﹤0.01%	647
2020 Q2	$13.2K	Hold	167	–	–	﹤0.01%	655
2020 Q1	$9.5K	Hold	167	–	–	﹤0.01%	663
2019 Q4	$18.3K	Hold	167	–	–	﹤0.01%	665
2019 Q3	$19.5K	Buy	+167	New	+$20.5K	﹤0.01%	657

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

Bartlett & Co Wealth Management's MIDD Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Middleby (MIDD) position steady in Q2 2026 at 168 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Bartlett & Co Wealth Management first reported a position in MIDD in Q3 2019 and has held it in 27 quarters since. The position peaked at $28.9K in Q2 2021. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Bartlett & Co Wealth Management held 168 shares of Middleby worth $28.9K as of Q2 2026.
Bartlett & Co Wealth Management left its Middleby share count unchanged in Q2 2026.
Middleby made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #833 holding.
Bartlett & Co Wealth Management first reported a position in Middleby in Q3 2019 and has held it in 27 quarters since.
Bartlett & Co Wealth Management's Middleby position peaked at $28.9K in Q2 2021.
453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.