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Bruce G. Allen Investments’s Middleby MIDD Stock Holding History

Bruce G. Allen Investments’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 		$2.41K Hold
14
– – ﹤0.01% 653
2026
Q1 		$1.86K Hold
14
– – ﹤0.01% 707
2025
Q4 		$2.08K Hold
14
– – ﹤0.01% 694
2025
Q3 		$1.86K Hold
14
– – ﹤0.01% 716
2025
Q2 		$2.02K Hold
14
– – ﹤0.01% 710
2025
Q1 		$2.13K Hold
14
– – ﹤0.01% 694
2024
Q4 		$1.9K Hold
14
– – ﹤0.01% 719
2024
Q3 		$1.95K Hold
14
– – ﹤0.01% 716
2024
Q2 		$1.72K Hold
14
– – ﹤0.01% 707
2024
Q1 		$2.25K Hold
14
– – ﹤0.01% 689
2023
Q4 		$2.06K Buy
+14
New +$1.78K ﹤0.01% 732

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

Bruce G. Allen Investments's MIDD Position: Q2 2026 in Review

Bruce G. Allen Investments held its Middleby (MIDD) position steady in Q2 2026 at 14 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Bruce G. Allen Investments first reported a position in MIDD in Q4 2023 and has held it in 11 quarters since. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Bruce G. Allen Investments held 14 shares of Middleby worth $2.41K as of Q2 2026.
  • Bruce G. Allen Investments left its Middleby share count unchanged in Q2 2026.
  • Middleby made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #653 holding.
  • Bruce G. Allen Investments first reported a position in Middleby in Q4 2023 and has held it in 11 quarters since.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.