Corient Private Wealth
MIDD icon

Corient Private Wealth’s Middleby MIDD Stock Holding History

Corient Private Wealth’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
Q1 		$6.62M Buy
49,976
+2,421
+5% +$367K 0.01% 754
2025
Q4 		$7.07M Buy
47,555
+39,727
+507% +$5.22M ﹤0.01% 902
2025
Q3 		$1.04M Sell
7,828
-11,626
-60% -$1.61M ﹤0.01% 1410
2025
Q2 		$2.8M Buy
19,454
+11,102
+133% +$1.56M ﹤0.01% 898
2025
Q1 		$1.27M Buy
8,352
+718
+9% +$113K ﹤0.01% 1183
2024
Q4 		$1.03M Sell
7,634
-473
-6% -$65.2K ﹤0.01% 1308
2024
Q3 		$1.13M Buy
8,107
+160
+2% +$21.5K ﹤0.01% 1351
2024
Q2 		$974K Sell
7,947
-7
-0.1% -$949 ﹤0.01% 1344
2024
Q1 		$1.28M Buy
7,954
+130
+2% +$19.1K ﹤0.01% 1229
2023
Q4 		$1.15M Buy
7,824
+361
+5% +$45.9K ﹤0.01% 1229
2023
Q3 		$955K Buy
7,463
+530
+8% +$75.3K ﹤0.01% 1202
2023
Q2 		$1.02M Sell
6,933
-2,382
-26% -$336K ﹤0.01% 1143
2023
Q1 		$1.37M Buy
9,315
+2,160
+30% +$321K ﹤0.01% 974
2022
Q4 		$958K Buy
+7,155
New +$974K ﹤0.01% 929

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Corient Private Wealth's MIDD Position: Q1 2026 in Review

Corient Private Wealth increased its Middleby (MIDD) stake by 5.1% in Q1 2026, buying an estimated $367K and bringing the position to 49,976 shares worth $6.62M. The position accounts for 0.01% of the portfolio, ranked #754.

Corient Private Wealth first reported a position in MIDD in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.07M in Q4 2025. 415 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Corient Private Wealth held 49,976 shares of Middleby worth $6.62M as of Q1 2026.
  • Corient Private Wealth bought 2,421 Middleby shares in Q1 2026, an estimated $367K.
  • Middleby made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #754 holding.
  • Corient Private Wealth first reported a position in Middleby in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Middleby position peaked at $7.07M in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.