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Cassaday & Co Wealth Management’s Middleby MIDD Stock Holding History

Cassaday & Co Wealth 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 		$87.2K Hold
507
– – ﹤0.01% 511
2026
Q1 		$67.2K Buy
+507
New +$76.9K ﹤0.01% 551

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

Cassaday & Co Wealth Management's MIDD Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Middleby (MIDD) position steady in Q2 2026 at 507 shares worth $87.2K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Cassaday & Co Wealth Management first reported a position in MIDD in Q1 2026 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Cassaday & Co Wealth Management held 507 shares of Middleby worth $87.2K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Middleby share count unchanged in Q2 2026.
  • Middleby made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Cassaday & Co Wealth Management first reported a position in Middleby in Q1 2026 and has held it in 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.