C
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
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% +$6.17K 0.01% 1286
2021
Q4 		$7K Buy
+35
New +$6.39K 0.01% 1156

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

Covestor's MIDD Position: Q2 2026 in Review

Covestor reduced its Middleby (MIDD) stake by 21% in Q2 2026, selling an estimated $3.02K and leaving 76 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #1382.

Covestor first reported a position in MIDD in Q4 2021 and has held it in 19 quarters since. The position peaked at $61K in Q4 2025. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Covestor held 76 shares of Middleby worth $13K as of Q2 2026.
  • Covestor sold 20 Middleby shares in Q2 2026, an estimated $3.02K.
  • Middleby made up 0.01% of Covestor's portfolio in Q2 2026, its #1382 holding.
  • Covestor first reported a position in Middleby in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Middleby position peaked at $61K in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.