Covestor
MIDD icon

Covestor’s Middleby MIDD Stock Holding History

Covestor’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
Q3 		$4K Sell
41
-35
-46% -$4.32K ﹤0.01% 1909
2026
Q2 		$13K Sell
76
-20
-21% -$3.02K 0.01% 1382
2026
Q1 		$13K Sell
96
-311
-76% -$47.2K 0.01% 1293
2025
Q4 		$61K Buy
407
+321
+373% +$42.1K 0.03% 834
2025
Q3 		$12K Buy
86
+22
+34% +$3.06K 0.01% 1502
2025
Q2 		$9K Sell
64
-145
-69% -$20.4K 0.01% 1640
2025
Q1 		$32K Buy
209
+1
+0.5% +$157 0.02% 1020
2024
Q4 		$28K Sell
208
-44
-17% -$6.07K 0.02% 1067
2024
Q3 		$35K Buy
252
+190
+306% +$25.5K 0.02% 1005
2024
Q2 		$8K Hold
62
– – 0.01% 1674
2024
Q1 		$10K Hold
62
– – 0.01% 1592
2023
Q4 		$9K Hold
62
– – 0.01% 1646
2023
Q3 		$8K Hold
62
– – 0.01% 1555
2023
Q2 		$9K Sell
62
-1
-2% -$141 0.01% 1515
2023
Q1 		$9K Hold
63
– – 0.01% 1369
2022
Q4 		$8K Hold
63
– – 0.01% 1425
2022
Q3 		$8K Sell
63
-77
-55% -$10.8K 0.01% 1349
2022
Q2 		$18K Buy
140
+71
+103% +$10.2K 0.01% 1004
2022
Q1 		$11K Buy
69
+34
+97% +$6.18K 0.01% 1286
2021
Q4 		$7K Buy
+35
New +$6.39K 0.01% 1156

Other funds holding MIDD

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pacific Capital Partners
Pacific Capital Partners London $132M AUM 28.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Covestor's MIDD Position: Q3 2026 in Review

Covestor reduced its Middleby (MIDD) stake by 46% in Q3 2026, selling an estimated $4.32K and leaving 41 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Covestor first reported a position in MIDD in Q4 2021 and has held it in 20 quarters since. The position peaked at $61K in Q4 2025. 123 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • Covestor held 41 shares of Middleby worth $4K as of Q3 2026.
  • Covestor sold 35 Middleby shares in Q3 2026, an estimated $4.32K.
  • Middleby made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1909 holding.
  • Covestor first reported a position in Middleby in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Middleby position peaked at $61K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.