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DHJJ Financial Advisors’s Middleby MIDD Stock Holding History

DHJJ Financial 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 		$30.4K Hold
177
– – 0.01% 488
2026
Q1 		$23.5K Hold
177
– – 0.01% 511
2025
Q4 		$26.3K Hold
177
– – 0.01% 472
2025
Q3 		$23.5K Hold
177
– – 0.01% 468
2025
Q2 		$25.5K Hold
177
– – 0.01% 444
2025
Q1 		$26.9K Hold
177
– – 0.01% 399
2024
Q4 		$24K Hold
177
– – 0.01% 398
2024
Q3 		$24.6K Hold
177
– – 0.01% 395
2024
Q2 		$21.7K Hold
177
– – 0.01% 374
2024
Q1 		$28.5K Hold
177
– – 0.01% 330
2023
Q4 		$26.1K Hold
177
– – 0.01% 334
2023
Q3 		$22.7K Buy
+177
New +$25.1K 0.01% 341

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 $3.38T AUM 44.17% 1-Year Est. Return

DHJJ Financial Advisors's MIDD Position: Q2 2026 in Review

DHJJ Financial Advisors held its Middleby (MIDD) position steady in Q2 2026 at 177 shares worth $30.4K. The position accounts for 0.01% of the portfolio, ranked #488.

DHJJ Financial Advisors first reported a position in MIDD in Q3 2023 and has held it in 12 quarters since. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • DHJJ Financial Advisors held 177 shares of Middleby worth $30.4K as of Q2 2026.
  • DHJJ Financial Advisors left its Middleby share count unchanged in Q2 2026.
  • Middleby made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #488 holding.
  • DHJJ Financial Advisors first reported a position in Middleby in Q3 2023 and has held it in 12 quarters since.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

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