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EP Wealth Advisors’s Middleby MIDD Stock Holding History

EP Wealth 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 		$813K Buy
4,727
+1,616
+52% +$244K ﹤0.01% 825
2026
Q1 		$412K Buy
3,111
+129
+4% +$19.6K ﹤0.01% 995
2025
Q4 		$443K Buy
+2,982
New +$391K ﹤0.01% 941
2025
Q2 		$295K Buy
+2,048
New +$289K ﹤0.01% 1029

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

EP Wealth Advisors's MIDD Position: Q2 2026 in Review

EP Wealth Advisors increased its Middleby (MIDD) stake by 52% in Q2 2026, buying an estimated $244K and bringing the position to 4,727 shares worth $813K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

EP Wealth Advisors first reported a position in MIDD in Q2 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • EP Wealth Advisors held 4,727 shares of Middleby worth $813K as of Q2 2026.
  • EP Wealth Advisors bought 1,616 Middleby shares in Q2 2026, an estimated $244K.
  • Middleby made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #825 holding.
  • EP Wealth Advisors first reported a position in Middleby in Q2 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.