Creative Planning
MIDD icon

Creative Planning’s Middleby MIDD Stock Holding History

Creative Planning’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 		$1.72M Buy
12,936
+3,379
+35% +$512K ﹤0.01% 2024
2025
Q4 		$1.42M Sell
9,557
-1,875
-16% -$246K ﹤0.01% 1993
2025
Q3 		$1.52M Buy
11,432
+3,904
+52% +$542K ﹤0.01% 1758
2025
Q2 		$1.08M Sell
7,528
-39
-0.5% -$5.5K ﹤0.01% 1786
2025
Q1 		$1.15M Sell
7,567
-18
-0.2% -$2.82K ﹤0.01% 1612
2024
Q4 		$1.03M Buy
7,585
+28
+0.4% +$3.86K ﹤0.01% 1625
2024
Q3 		$1.05M Sell
7,557
-143
-2% -$19.2K ﹤0.01% 1476
2024
Q2 		$944K Buy
7,700
+492
+7% +$66.7K ﹤0.01% 1445
2024
Q1 		$1.16M Buy
7,208
+415
+6% +$61.1K ﹤0.01% 1239
2023
Q4 		$1,000K Buy
6,793
+1,330
+24% +$169K ﹤0.01% 1230
2023
Q3 		$699K Sell
5,463
-134
-2% -$19K ﹤0.01% 1343
2023
Q2 		$827K Buy
5,597
+192
+4% +$27.1K ﹤0.01% 1234
2023
Q1 		$792K Buy
5,405
+208
+4% +$30.9K ﹤0.01% 1196
2022
Q4 		$696K Sell
5,197
-909
-15% -$124K ﹤0.01% 1234
2022
Q3 		$783K Buy
6,106
+712
+13% +$99.9K ﹤0.01% 1072
2022
Q2 		$676K Buy
5,394
+3,123
+138% +$451K ﹤0.01% 1148
2022
Q1 		$372K Buy
2,271
+110
+5% +$20K ﹤0.01% 1499
2021
Q4 		$425K Hold
2,161
– – ﹤0.01% 1401
2021
Q3 		$368K Buy
2,161
+432
+25% +$78.1K ﹤0.01% 1477
2021
Q2 		$300K Sell
1,729
-1,684
-49% -$287K ﹤0.01% 1563
2021
Q1 		$566K Hold
3,413
– – ﹤0.01% 1355
2020
Q4 		$440K Hold
3,413
– – ﹤0.01% 1390
2020
Q3 		$306K Buy
+3,413
New +$309K ﹤0.01% 1415
2020
Q1 		– Sell
-3,279
Closed -$359K – 2009
2019
Q4 		$359K Sell
3,279
-15
-0.5% -$1.72K ﹤0.01% 1298
2019
Q3 		$385K Hold
3,294
– – ﹤0.01% 1220
2019
Q2 		$447K Sell
3,294
-157
-5% -$21.1K ﹤0.01% 1145
2019
Q1 		$449K Sell
3,451
-32
-0.9% -$3.84K ﹤0.01% 1096
2018
Q4 		$358K Sell
3,483
-777
-18% -$88.5K ﹤0.01% 1135
2018
Q3 		$551K Buy
4,260
+629
+17% +$71.8K ﹤0.01% 1026
2018
Q2 		$379K Sell
3,631
-110
-3% -$12.5K ﹤0.01% 1232
2018
Q1 		$463K Buy
3,741
+511
+16% +$66.9K ﹤0.01% 1123
2017
Q4 		$436K Sell
3,230
-1,251
-28% -$153K ﹤0.01% 1155
2017
Q3 		$574K Buy
4,481
+1,000
+29% +$123K ﹤0.01% 979
2017
Q2 		$423K Sell
3,481
-1,261
-27% -$167K ﹤0.01% 1100
2017
Q1 		$647K Buy
4,742
+76
+2% +$10.3K ﹤0.01% 852
2016
Q4 		$601K Sell
4,666
-182
-4% -$22.9K ﹤0.01% 841
2016
Q3 		$599K Sell
4,848
-612
-11% -$75.1K ﹤0.01% 802
2016
Q2 		$629K Buy
5,460
+1,458
+36% +$167K ﹤0.01% 682
2016
Q1 		$427K Sell
4,002
-1,041
-21% -$97.8K ﹤0.01% 821
2015
Q4 		$544K Buy
5,043
+1,090
+28% +$121K ﹤0.01% 713
2015
Q3 		$416K Buy
+3,953
New +$455K ﹤0.01% 810
2015
Q2 		– Sell
-3,912
Closed -$402K – 2238
2015
Q1 		$402K Sell
3,912
-821
-17% -$83.4K ﹤0.01% 836
2014
Q4 		$469K Buy
4,733
+1,094
+30% +$100K ﹤0.01% 728
2014
Q3 		$321K Buy
3,639
+300
+9% +$24.8K ﹤0.01% 835
2014
Q2 		$276K Buy
3,339
+999
+43% +$82.2K ﹤0.01% 875
2014
Q1 		$206K Buy
2,340
+1,770
+311% +$154K ﹤0.01% 984
2013
Q4 		$46K Buy
570
+390
+217% +$28.9K ﹤0.01% 1660
2013
Q3 		$13K Sell
180
-870
-83% -$55.9K ﹤0.01% 2319
2013
Q2 		$60K Buy
+1,050
New +$55.2K ﹤0.01% 1277

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

Creative Planning's MIDD Position: Q1 2026 in Review

Creative Planning increased its Middleby (MIDD) stake by 35% in Q1 2026, buying an estimated $512K and bringing the position to 12,936 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Creative Planning first reported a position in MIDD in Q2 2013 and has held it in 49 quarters since. 415 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Creative Planning held 12,936 shares of Middleby worth $1.72M as of Q1 2026.
  • Creative Planning bought 3,379 Middleby shares in Q1 2026, an estimated $512K.
  • Middleby made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2024 holding.
  • Creative Planning first reported a position in Middleby in Q2 2013 and has held it in 49 quarters since.
  • 415 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.