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 $999B AUM 46.22% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's MIDD Position: Q2 2026 in Review

Creative Planning reduced its Middleby (MIDD) stake by 1% in Q2 2026, selling an estimated $19.6K and leaving 12,806 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Creative Planning first reported a position in MIDD in Q2 2013 and has held it in 50 quarters since. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Creative Planning held 12,806 shares of Middleby worth $2.2M as of Q2 2026.
Creative Planning sold 130 Middleby shares in Q2 2026, an estimated $19.6K.
Middleby made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2012 holding.
Creative Planning first reported a position in Middleby in Q2 2013 and has held it in 50 quarters since.
453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.