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MIDD icon

FORA Capital’s Middleby MIDD Stock Holding History

FORA Capital’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
-6,008
Closed -$797K – 480
2026
Q1 		$797K Sell
6,008
-5,142
-46% -$780K 0.06% 260
2025
Q4 		$1.66M Buy
11,150
+6,190
+125% +$813K 0.2% 127
2025
Q3 		$659K Buy
+4,960
New +$689K 0.12% 225
2025
Q2 		– Sell
-3,131
Closed -$476K – 629
2025
Q1 		$476K Buy
+3,131
New +$491K 0.05% 329
2023
Q2 		– Sell
-5,719
Closed -$838K – 513
2023
Q1 		$838K Buy
+5,719
New +$850K 0.08% 275
2021
Q2 		– Sell
-2,252
Closed -$373K – 1044
2021
Q1 		$373K Sell
2,252
-1,516
-40% -$223K 0.12% 194
2020
Q4 		$486K Buy
3,768
+3,265
+649% +$394K 0.07% 293
2020
Q3 		$45K Buy
+503
New +$45.6K 0.03% 454

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

FORA Capital's MIDD Position: Q2 2026 in Review

FORA Capital sold out of Middleby (MIDD) in Q2 2026, closing a stake of 6,008 shares — an estimated $797K sold.

FORA Capital first reported a position in MIDD in Q3 2020 and held it in 8 quarters. The position peaked at $1.66M in Q4 2025. 451 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • FORA Capital reported no remaining Middleby position as of Q2 2026 after selling out during the quarter.
  • FORA Capital sold 6,008 Middleby shares in Q2 2026, an estimated $797K.
  • FORA Capital first reported a position in Middleby in Q3 2020 and held it in 8 quarters.
  • FORA Capital's Middleby position peaked at $1.66M in Q4 2025.
  • 451 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.