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
2015 Q2	–	Sell	-100	Closed	-$1K	–	2237
2015 Q1	$1K	Sell	100 -100	-50%	-$10.2K	﹤0.01%	4048
2014 Q4	$2K	Buy	+200	New	+$18.3K	﹤0.01%	3830

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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.