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Blue Trust Inc’s Middleby MIDD Stock Holding History

Blue Trust Inc’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 		$839K Sell
4,880
-149
-3% -$22.5K 0.01% 336
2026
Q1 		$667K Buy
5,029
+719
+17% +$109K 0.01% 393
2025
Q4 		$641K Sell
4,310
-1,338
-24% -$176K 0.01% 405
2025
Q3 		$751K Buy
5,648
+229
+4% +$31.8K 0.01% 367
2025
Q2 		$780K Buy
5,419
+262
+5% +$36.9K 0.01% 338
2025
Q1 		$784K Buy
5,157
+940
+22% +$147K 0.01% 295
2024
Q4 		$571K Buy
4,217
+2,219
+111% +$306K 0.01% 345
2024
Q3 		$245K Sell
1,998
-24
-1% -$3.22K ﹤0.01% 764
2024
Q2 		$325K Buy
2,022
+93
+5% +$12.6K ﹤0.01% 528
2024
Q1 		$310K Sell
1,929
-432
-18% -$63.6K ﹤0.01% 386
2023
Q4 		$303K Buy
2,361
+473
+25% +$60.1K ﹤0.01% 335
2023
Q3 		$279K Sell
1,888
-2
-0.1% -$284 ﹤0.01% 357
2023
Q2 		$277K Buy
1,890
+2
+0.1% +$282 ﹤0.01% 318
2023
Q1 		$253K Sell
1,888
-3
-0.2% -$446 ﹤0.01% 473
2022
Q4 		$242K Buy
1,891
+573
+43% +$78K ﹤0.01% 400
2022
Q3 		$165K Buy
1,318
+3
+0.2% +$421 ﹤0.01% 375
2022
Q2 		$216K Buy
+1,315
New +$190K ﹤0.01% 311

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

Blue Trust Inc's MIDD Position: Q2 2026 in Review

Blue Trust Inc reduced its Middleby (MIDD) stake by 3% in Q2 2026, selling an estimated $22.5K and leaving 4,880 shares worth $839K. The position accounts for 0.01% of the portfolio, ranked #336.

Blue Trust Inc first reported a position in MIDD in Q2 2022 and has held it in 17 quarters since. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Blue Trust Inc held 4,880 shares of Middleby worth $839K as of Q2 2026.
  • Blue Trust Inc sold 149 Middleby shares in Q2 2026, an estimated $22.5K.
  • Middleby made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #336 holding.
  • Blue Trust Inc first reported a position in Middleby in Q2 2022 and has held it in 17 quarters since.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.