EW
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Evoke Wealth’s Middleby MIDD Stock Holding History

Evoke Wealth’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 		– Sell
-2,047
Closed -$271K – 393
2026
Q1 		$271K Buy
2,047
+108
+6% +$16.4K ﹤0.01% 572
2025
Q4 		$288K Buy
1,939
+107
+6% +$14K 0.01% 530
2025
Q3 		$244K Sell
1,832
-14,733
-89% -$2.05M ﹤0.01% 556
2025
Q2 		$2.39M Sell
16,565
-1,253
-7% -$177K 0.05% 134
2025
Q1 		$2.71M Sell
17,818
-2,792
-14% -$438K 0.07% 110
2024
Q4 		$2.79M Sell
20,610
-1,269
-6% -$175K 0.08% 106
2024
Q3 		$3.04M Buy
+21,879
New +$2.94M 0.08% 96
2024
Q2 		– Sell
-22,075
Closed -$3.55M – 278
2024
Q1 		$3.55M Buy
22,075
+20,467
+1,273% +$3.01M 0.11% 87
2023
Q4 		$237K Sell
1,608
-23,034
-93% -$2.93M 0.38% 63
2023
Q3 		$3.15M Sell
24,642
-883
-3% -$125K 0.11% 90
2023
Q2 		$3.77M Buy
25,525
+1,286
+5% +$181K 0.13% 75
2023
Q1 		$3.55M Sell
24,239
-572
-2% -$85K 0.13% 81
2022
Q4 		$3.32M Sell
24,811
-82
-0.3% -$11.2K 0.12% 91
2022
Q3 		$3.19M Sell
24,893
-559
-2% -$78.5K 0.13% 79
2022
Q2 		$3.19M Buy
25,452
+3,191
+14% +$461K 0.12% 86
2022
Q1 		$3.65M Sell
22,261
-252
-1% -$45.8K 0.12% 85
2021
Q4 		$4.43M Sell
22,513
-110
-0.5% -$20.1K 0.14% 79
2021
Q3 		$3.86M Sell
22,623
-297
-1% -$53.7K 0.14% 81
2021
Q2 		$3.97M Buy
22,920
+175
+0.8% +$29.8K 0.15% 81
2021
Q1 		$3.77M Buy
+22,745
New +$3.35M 0.17% 79
2020
Q1 		– Sell
-26
Closed -$2.85K – 1268
2019
Q4 		$2.85K Hold
26
– – ﹤0.01% 1020
2019
Q3 		$3.04K Buy
+26
New +$3.19K ﹤0.01% 1123

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

Evoke Wealth's MIDD Position: Q2 2026 in Review

Evoke Wealth sold out of Middleby (MIDD) in Q2 2026, closing a stake of 2,047 shares — an estimated $271K sold.

Evoke Wealth first reported a position in MIDD in Q3 2019 and held it in 22 quarters. The position peaked at $4.43M in Q4 2021. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Evoke Wealth reported no remaining Middleby position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 2,047 Middleby shares in Q2 2026, an estimated $271K.
  • Evoke Wealth first reported a position in Middleby in Q3 2019 and held it in 22 quarters.
  • Evoke Wealth's Middleby position peaked at $4.43M in Q4 2021.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.