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
Q2 		$14.8M Buy
86,224
+36,248
+73% +$5.46M 0.02% 518
2026
Q1 		$6.62M Buy
49,976
+33,775
+208% +$5.12M 0.01% 754
2025
Q4 		$2.41M Buy
16,201
+8,373
+107% +$1.1M ﹤0.01% 1056
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 $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

Corient Private Wealth's MIDD Position: Q2 2026 in Review

Corient Private Wealth increased its Middleby (MIDD) stake by 73% in Q2 2026, buying an estimated $5.46M and bringing the position to 86,224 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #518.

Corient Private Wealth first reported a position in MIDD in Q4 2022 and has held it in 15 quarters since. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Corient Private Wealth held 86,224 shares of Middleby worth $14.8M as of Q2 2026.
  • Corient Private Wealth bought 36,248 Middleby shares in Q2 2026, an estimated $5.46M.
  • Middleby made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #518 holding.
  • Corient Private Wealth first reported a position in Middleby in Q4 2022 and has held it in 15 quarters since.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.