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Boreal Capital Management’s Middleby MIDD Stock Holding History

Boreal Capital 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 		$17K Hold
99
– – 0.01% 267
2026
Q1 		$13.1K Hold
99
– – 0.01% 296
2025
Q4 		$14.7K Hold
99
– – 0.01% 297
2025
Q3 		$13.2K Buy
99
+75
+313% +$10.4K 0.01% 319
2025
Q2 		$3.46K Buy
+24
New +$3.38K ﹤0.01% 417

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

Boreal Capital Management's MIDD Position: Q2 2026 in Review

Boreal Capital Management held its Middleby (MIDD) position steady in Q2 2026 at 99 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #267.

Boreal Capital Management first reported a position in MIDD in Q2 2025 and has held it in 5 quarters since. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Boreal Capital Management held 99 shares of Middleby worth $17K as of Q2 2026.
  • Boreal Capital Management left its Middleby share count unchanged in Q2 2026.
  • Middleby made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #267 holding.
  • Boreal Capital Management first reported a position in Middleby in Q2 2025 and has held it in 5 quarters since.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.