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Caldwell Trust’s Middleby MIDD Stock Holding History

Caldwell Trust’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
Q1 		$14.1K Hold
106
– – ﹤0.01% 630
2025
Q4 		$15.8K Hold
106
– – ﹤0.01% 605
2025
Q3 		$14.1K Hold
106
– – ﹤0.01% 609
2025
Q2 		$15.3K Hold
106
– – ﹤0.01% 592
2025
Q1 		$16.1K Sell
106
-75
-41% -$11.8K ﹤0.01% 583
2024
Q4 		$24.5K Hold
181
– – ﹤0.01% 527
2024
Q3 		$25.2K Hold
181
– – ﹤0.01% 534
2024
Q2 		$22.2K Hold
181
– – ﹤0.01% 530
2024
Q1 		$29.1K Hold
181
– – ﹤0.01% 517
2023
Q4 		$26.6K Hold
181
– – ﹤0.01% 511
2023
Q3 		$23.2K Sell
181
-47
-21% -$6.68K ﹤0.01% 524
2023
Q2 		$33.7K Sell
228
-25
-10% -$3.52K ﹤0.01% 497
2023
Q1 		$37.1K Hold
253
– – 0.01% 478
2022
Q4 		$33.9K Hold
253
– – ﹤0.01% 477
2022
Q3 		$32.4K Hold
253
– – ﹤0.01% 486
2022
Q2 		$31.7K Hold
253
– – ﹤0.01% 503
2022
Q1 		$41.5K Hold
253
– – ﹤0.01% 488
2021
Q4 		$49.8K Hold
253
– – 0.01% 464
2021
Q3 		$43.1K Hold
253
– – 0.01% 467
2021
Q2 		$43.8K Hold
253
– – 0.01% 469
2021
Q1 		$41.9K Hold
253
– – 0.01% 458
2020
Q4 		$32.6K Hold
253
– – ﹤0.01% 476
2020
Q3 		$22.7K Hold
253
– – ﹤0.01% 516
2020
Q2 		$20K Hold
253
– – ﹤0.01% 546
2020
Q1 		$14.4K Hold
253
– – ﹤0.01% 588
2019
Q4 		$27.7K Buy
+253
New +$29K ﹤0.01% 544

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caldwell Trust's MIDD Position: Q1 2026 in Review

Caldwell Trust held its Middleby (MIDD) position steady in Q1 2026 at 106 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Caldwell Trust first reported a position in MIDD in Q4 2019 and has held it in 26 quarters since. The position peaked at $49.8K in Q4 2021. 416 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Caldwell Trust held 106 shares of Middleby worth $14.1K as of Q1 2026.
  • Caldwell Trust left its Middleby share count unchanged in Q1 2026.
  • Middleby made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #630 holding.
  • Caldwell Trust first reported a position in Middleby in Q4 2019 and has held it in 26 quarters since.
  • Caldwell Trust's Middleby position peaked at $49.8K in Q4 2021.
  • 416 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.