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Edgestream Partners’s Middleby MIDD Stock Holding History

Edgestream Partners’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
Q1 		– Sell
-28,766
Closed -$4.28M – 1017
2025
Q4 		$4.28M Buy
28,766
+22,777
+380% +$2.99M 0.12% 304
2025
Q3 		$796K Buy
+5,989
New +$832K 0.02% 664
2023
Q3 		– Sell
-16,864
Closed -$2.49M – 908
2023
Q2 		$2.49M Buy
+16,864
New +$2.38M 0.23% 125

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgestream Partners's MIDD Position: Q1 2026 in Review

Edgestream Partners sold out of Middleby (MIDD) in Q1 2026, closing a stake of 28,766 shares — an estimated $4.28M sold.

Edgestream Partners first reported a position in MIDD in Q2 2023 and held it in 3 quarters. The position peaked at $4.28M in Q4 2025. 415 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Edgestream Partners reported no remaining Middleby position as of Q1 2026 after selling out during the quarter.
  • Edgestream Partners sold 28,766 Middleby shares in Q1 2026, an estimated $4.28M.
  • Edgestream Partners first reported a position in Middleby in Q2 2023 and held it in 3 quarters.
  • Edgestream Partners's Middleby position peaked at $4.28M in Q4 2025.
  • 415 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.