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Clearstead Advisors’s Middleby MIDD Stock Holding History

Clearstead Advisors’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 		$3.44K Buy
20
+4
+25% +$603 ﹤0.01% 2295
2026
Q1 		$2.12K Sell
16
-150
-90% -$22.7K ﹤0.01% 1885
2025
Q4 		$24.7K Buy
166
+111
+202% +$14.6K ﹤0.01% 1652
2025
Q3 		$7.31K Sell
55
-36
-40% -$5K ﹤0.01% 2026
2025
Q2 		$13.1K Buy
+91
New +$12.8K ﹤0.01% 1790
2025
Q1 		– Sell
-66
Closed -$8.94K – 2276
2024
Q4 		$8.94K Hold
66
– – ﹤0.01% 1603
2024
Q3 		$9.18K Buy
+66
New +$8.87K ﹤0.01% 1598
2023
Q4 		– Sell
-24
Closed -$3.07K – 1604
2023
Q3 		$3.07K Buy
+24
New +$3.41K ﹤0.01% 1338

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

Clearstead Advisors's MIDD Position: Q2 2026 in Review

Clearstead Advisors increased its Middleby (MIDD) stake by 25% in Q2 2026, buying an estimated $603 and bringing the position to 20 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Clearstead Advisors first reported a position in MIDD in Q3 2023 and has held it in 8 quarters since. The position peaked at $24.7K in Q4 2025. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Clearstead Advisors held 20 shares of Middleby worth $3.44K as of Q2 2026.
  • Clearstead Advisors bought 4 Middleby shares in Q2 2026, an estimated $603.
  • Middleby made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2295 holding.
  • Clearstead Advisors first reported a position in Middleby in Q3 2023 and has held it in 8 quarters since.
  • Clearstead Advisors's Middleby position peaked at $24.7K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.