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Chicago Partners Investment Group’s Middleby MIDD Stock Holding History

Chicago Partners Investment Group’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 		$763K Buy
5,820
+1,615
+38% +$243K 0.02% 780
2026
Q1 		$608K Buy
4,205
+1,338
+47% +$203K 0.01% 773
2025
Q4 		$420K Sell
2,867
-661
-19% -$86.8K 0.01% 866
2025
Q3 		$459K Buy
3,528
+1,856
+111% +$258K 0.01% 752
2025
Q2 		$250K Buy
+1,672
New +$236K 0.01% 931

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

Chicago Partners Investment Group's MIDD Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Middleby (MIDD) stake by 38% in Q2 2026, buying an estimated $243K and bringing the position to 5,820 shares worth $763K. The position accounts for 0.02% of the portfolio, ranked #780.

Chicago Partners Investment Group 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.

  • Chicago Partners Investment Group held 5,820 shares of Middleby worth $763K as of Q2 2026.
  • Chicago Partners Investment Group bought 1,615 Middleby shares in Q2 2026, an estimated $243K.
  • Middleby made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #780 holding.
  • Chicago Partners Investment Group 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 Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.