CT
MIDD icon

Clearstead Trust’s Middleby MIDD Stock Holding History

Clearstead 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
Q2 		$10.1K Hold
59
– – ﹤0.01% 620
2026
Q1 		$7.82K Hold
59
– – ﹤0.01% 651
2025
Q4 		$8.77K Buy
59
+17
+40% +$2.23K ﹤0.01% 624
2025
Q3 		$5.58K Sell
42
-6
-13% -$833 ﹤0.01% 741
2025
Q2 		$6.91K Buy
48
+7
+17% +$986 ﹤0.01% 676
2025
Q1 		$6.23K Buy
+41
New +$6.43K ﹤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

Clearstead Trust's MIDD Position: Q2 2026 in Review

Clearstead Trust held its Middleby (MIDD) position steady in Q2 2026 at 59 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Clearstead Trust first reported a position in MIDD in Q1 2025 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Clearstead Trust held 59 shares of Middleby worth $10.1K as of Q2 2026.
  • Clearstead Trust left its Middleby share count unchanged in Q2 2026.
  • Middleby made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #620 holding.
  • Clearstead Trust first reported a position in Middleby in Q1 2025 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

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