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Beverly Hills Private Wealth’s Middleby MIDD Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-2,073
Closed -$275K – 325
2026
Q1 		$275K Buy
+2,073
New +$314K 0.05% 281
2025
Q4 		– Sell
-2,314
Closed -$308K – 349
2025
Q3 		$308K Sell
2,314
-86
-4% -$11.9K 0.05% 258
2025
Q2 		$346K Sell
2,400
-215
-8% -$30.3K 0.06% 234
2025
Q1 		$397K Sell
2,615
-4
-0.2% -$628 0.08% 202
2024
Q4 		$355K Sell
2,619
-428
-14% -$59K 0.07% 220
2024
Q3 		$424K Buy
+3,047
New +$409K 0.09% 205

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

Beverly Hills Private Wealth's MIDD Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Middleby (MIDD) in Q2 2026, closing a stake of 2,073 shares — an estimated $275K sold.

Beverly Hills Private Wealth first reported a position in MIDD in Q3 2024 and held it in 6 quarters. The position peaked at $424K in Q3 2024. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Middleby position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,073 Middleby shares in Q2 2026, an estimated $275K.
  • Beverly Hills Private Wealth first reported a position in Middleby in Q3 2024 and held it in 6 quarters.
  • Beverly Hills Private Wealth's Middleby position peaked at $424K in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.