Bell Investment Advisors’s Middleby MIDD Stock Holding History

Bell Investment Advisors’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	$3.1K	Hold	18	–	–	﹤0.01%	1181
2026 Q1	$2.39K	Hold	18	–	–	﹤0.01%	1272
2025 Q4	$2.68K	Sell	18 -13	-42%	-$1.71K	﹤0.01%	1242
2025 Q3	$4.12K	Hold	31	–	–	﹤0.01%	1028
2025 Q2	$4.46K	Hold	31	–	–	﹤0.01%	1033
2025 Q1	$4.71K	Hold	31	–	–	﹤0.01%	938
2024 Q4	$4.2K	Hold	31	–	–	﹤0.01%	1003
2024 Q3	$4.31K	Hold	31	–	–	﹤0.01%	1017
2024 Q2	$3.8K	Hold	31	–	–	﹤0.01%	1062
2024 Q1	$4.99K	Hold	31	–	–	﹤0.01%	920
2023 Q4	$4.56K	Hold	31	–	–	﹤0.01%	933
2023 Q3	$3.97K	Buy	31 +4	+15%	+$568	﹤0.01%	932
2023 Q2	$3.99K	Sell	27 -6	-18%	-$846	﹤0.01%	936
2023 Q1	$4.84K	Buy	33 +6	+22%	+$891	﹤0.01%	807
2022 Q4	$3.62K	Hold	27	–	–	﹤0.01%	976
2022 Q3	$3K	Sell	27 -3	-10%	-$421	﹤0.01%	941
2022 Q2	$4K	Buy	+30	New	+$4.33K	﹤0.01%	821
2021 Q4	$7K	Buy	38 +3	+9%	+$547	﹤0.01%	617
2021 Q3	$6K	Buy	+35	New	+$6.33K	﹤0.01%	644

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 $3.38T AUM 44.17% 1-Year Est. Return

Bell Investment Advisors's MIDD Position: Q2 2026 in Review

Bell Investment Advisors held its Middleby (MIDD) position steady in Q2 2026 at 18 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Bell Investment Advisors first reported a position in MIDD in Q3 2021 and has held it in 19 quarters since. The position peaked at $7K in Q4 2021. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Bell Investment Advisors held 18 shares of Middleby worth $3.1K as of Q2 2026.
Bell Investment Advisors left its Middleby share count unchanged in Q2 2026.
Middleby made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1181 holding.
Bell Investment Advisors first reported a position in Middleby in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Middleby position peaked at $7K in Q4 2021.
452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.