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MIDD icon

Crewe Advisors’s Middleby MIDD Stock Holding History

Crewe Advisors’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 		$122K Hold
710
– – 0.01% 304
2026
Q1 		$94.1K Hold
710
– – 0.01% 302
2025
Q4 		$106K Hold
710
– – 0.01% 280
2025
Q3 		$94.4K Hold
710
– – 0.01% 305
2025
Q2 		$102K Hold
710
– – 0.01% 218
2025
Q1 		$108K Hold
710
– – 0.02% 192
2024
Q4 		$96.2K Buy
710
+300
+73% +$41.4K 0.01% 212
2024
Q3 		$57K Buy
410
+50
+14% +$6.72K 0.01% 285
2024
Q2 		$44.1K Hold
360
– – ﹤0.01% 387
2024
Q1 		$57.9K Buy
360
+310
+620% +$45.7K 0.01% 349
2023
Q4 		$7.36K Buy
+50
New +$6.35K ﹤0.01% 230
2020
Q3 		– Sell
-19
Closed -$1K – 631
2020
Q2 		$1K Hold
19
– – ﹤0.01% 209
2020
Q1 		$1K Hold
19
– – ﹤0.01% 172
2019
Q4 		$2K Sell
19
-687
-97% -$78.8K ﹤0.01% 240
2019
Q3 		$83K Sell
706
-1,410
-67% -$173K 0.04% 90
2019
Q2 		$287K Buy
2,116
+1,468
+227% +$197K 0.09% 66
2019
Q1 		$84K Buy
648
+627
+2,986% +$75.3K 0.03% 98
2018
Q4 		$2K Sell
21
-220
-91% -$25K ﹤0.01% 218
2018
Q3 		$31K Sell
241
-90
-27% -$10.3K 0.03% 147
2018
Q2 		$35K Buy
331
+90
+37% +$10.2K 0.03% 145
2018
Q1 		$30K Hold
241
– – 0.03% 154
2017
Q4 		$33K Buy
+241
New +$29.5K 0.03% 154

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

Crewe Advisors's MIDD Position: Q2 2026 in Review

Crewe Advisors held its Middleby (MIDD) position steady in Q2 2026 at 710 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #304.

Crewe Advisors first reported a position in MIDD in Q4 2017 and has held it in 22 quarters since. The position peaked at $287K in Q2 2019. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Crewe Advisors held 710 shares of Middleby worth $122K as of Q2 2026.
  • Crewe Advisors left its Middleby share count unchanged in Q2 2026.
  • Middleby made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #304 holding.
  • Crewe Advisors first reported a position in Middleby in Q4 2017 and has held it in 22 quarters since.
  • Crewe Advisors's Middleby position peaked at $287K in Q2 2019.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.