EWA
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EverSource Wealth Advisors’s Middleby MIDD Stock Holding History

EverSource 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 		$18.6K Sell
108
-258
-70% -$38.9K ﹤0.01% 2487
2026
Q1 		$48.5K Buy
366
+59
+19% +$8.95K ﹤0.01% 1911
2025
Q4 		$45.6K Buy
307
+8
+3% +$1.05K ﹤0.01% 1801
2025
Q3 		$39.7K Sell
299
-28
-9% -$3.89K ﹤0.01% 1872
2025
Q2 		$47.1K Buy
327
+241
+280% +$34K ﹤0.01% 1657
2025
Q1 		$13.1K Buy
86
+13
+18% +$2.04K ﹤0.01% 1954
2024
Q4 		$9.89K Buy
73
+11
+18% +$1.52K ﹤0.01% 1998
2024
Q3 		$8.63K Hold
62
– – ﹤0.01% 1951
2024
Q2 		$8.41K Sell
62
-3
-5% -$407 ﹤0.01% 1945
2024
Q1 		$9.03K Sell
65
-17
-21% -$2.5K ﹤0.01% 1741
2023
Q4 		$12.1K Buy
82
+7
+9% +$889 ﹤0.01% 1476
2023
Q3 		$9.6K Hold
75
– – ﹤0.01% 1436
2023
Q2 		$11.1K Buy
+75
New +$10.6K ﹤0.01% 1391

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

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

EverSource Wealth Advisors reduced its Middleby (MIDD) stake by 70% in Q2 2026, selling an estimated $38.9K and leaving 108 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2487.

EverSource Wealth Advisors first reported a position in MIDD in Q2 2023 and has held it in 13 quarters since. The position peaked at $48.5K in Q1 2026. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • EverSource Wealth Advisors held 108 shares of Middleby worth $18.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 258 Middleby shares in Q2 2026, an estimated $38.9K.
  • Middleby made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2487 holding.
  • EverSource Wealth Advisors first reported a position in Middleby in Q2 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Middleby position peaked at $48.5K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

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