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Bogart Wealth LLC’s Middleby MIDD Stock Holding History

Bogart Wealth LLC’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 		$3.27K Buy
19
+12
+171% +$1.81K ﹤0.01% 1328
2026
Q1 		$928 Buy
+7
New +$1.06K ﹤0.01% 1468
2025
Q2 		– Sell
-3
Closed -$456 – 1512
2025
Q1 		$456 Buy
+3
New +$471 ﹤0.01% 1310

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

Bogart Wealth LLC's MIDD Position: Q2 2026 in Review

Bogart Wealth LLC increased its Middleby (MIDD) stake by 171% in Q2 2026, buying an estimated $1.81K and bringing the position to 19 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Bogart Wealth LLC first reported a position in MIDD in Q1 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Bogart Wealth LLC held 19 shares of Middleby worth $3.27K as of Q2 2026.
  • Bogart Wealth LLC bought 12 Middleby shares in Q2 2026, an estimated $1.81K.
  • Middleby made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1328 holding.
  • Bogart Wealth LLC first reported a position in Middleby in Q1 2025 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.