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Crestwood Advisors Group’s Middleby MIDD Stock Holding History

Crestwood Advisors Group’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 		$580K Buy
3,374
+1,215
+56% +$183K 0.01% 445
2026
Q1 		$286K Buy
2,159
+425
+25% +$64.4K ﹤0.01% 594
2025
Q4 		$258K Buy
+1,734
New +$228K ﹤0.01% 574
2017
Q2 		– Sell
-1,100
Closed -$154K – 331
2017
Q1 		$154K Buy
+1,100
New +$150K 0.01% 158

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

Crestwood Advisors Group's MIDD Position: Q2 2026 in Review

Crestwood Advisors Group increased its Middleby (MIDD) stake by 56% in Q2 2026, buying an estimated $183K and bringing the position to 3,374 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #445.

Crestwood Advisors Group first reported a position in MIDD in Q1 2017 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Crestwood Advisors Group held 3,374 shares of Middleby worth $580K as of Q2 2026.
  • Crestwood Advisors Group bought 1,215 Middleby shares in Q2 2026, an estimated $183K.
  • Middleby made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #445 holding.
  • Crestwood Advisors Group first reported a position in Middleby in Q1 2017 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.