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Cary Street Partners Investment Advisory’s Middleby MIDD Stock Holding History

Cary Street Partners Investment Advisory’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 		$26.7K Sell
155
-2
-1% -$301 0.01% 643
2026
Q1 		$20.8K Buy
157
+150
+2,143% +$22.7K 0.01% 608
2025
Q4 		$1.04K Buy
7
+1
+17% +$131 ﹤0.01% 675
2025
Q3 		$798 Buy
+6
New +$833 ﹤0.01% 604

Other funds holding MIDD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cary Street Partners Investment Advisory's MIDD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Middleby (MIDD) stake by 1.3% in Q2 2026, selling an estimated $301 and leaving 155 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #643.

Cary Street Partners Investment Advisory first reported a position in MIDD in Q3 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Cary Street Partners Investment Advisory held 155 shares of Middleby worth $26.7K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 2 Middleby shares in Q2 2026, an estimated $301.
  • Middleby made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #643 holding.
  • Cary Street Partners Investment Advisory first reported a position in Middleby in Q3 2025 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.