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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
Q2 		$10.9M Buy
+63,310
New +$9.54M 0.32% 46
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 $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

Edgestream Partners's MIDD Position: Q2 2026 in Review

Edgestream Partners opened a new position in Middleby (MIDD) in Q2 2026: 63,310 shares worth $10.9M. The stake represents 0.32% of the portfolio and ranks #46 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in MIDD as recently as Q4 2025.

Edgestream Partners first reported a position in MIDD in Q2 2023 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Edgestream Partners held 63,310 shares of Middleby worth $10.9M as of Q2 2026.
  • Middleby was a new Edgestream Partners position in Q2 2026.
  • Middleby made up 0.32% of Edgestream Partners's portfolio in Q2 2026, its #46 holding.
  • Edgestream Partners first reported a position in Middleby in Q2 2023 and has held it in 4 quarters since.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.