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GHP Investment Advisors’s Middleby MIDD Stock Holding History

GHP Investment 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 		$3.96M Buy
23,027
+1,444
+7% +$218K 0.15% 178
2026
Q1 		$2.86M Buy
21,583
+719
+3% +$109K 0.12% 201
2025
Q4 		$3.1M Sell
20,864
-2,012
-9% -$264K 0.13% 191
2025
Q3 		$3.04M Sell
22,876
-957
-4% -$133K 0.13% 186
2025
Q2 		$3.43M Buy
23,833
+1
+0% +$141 0.15% 171
2025
Q1 		$3.62M Buy
23,832
+903
+4% +$142K 0.17% 172
2024
Q4 		$3.11M Buy
22,929
+2,763
+14% +$381K 0.14% 191
2024
Q3 		$2.81M Buy
20,166
+4,067
+25% +$546K 0.13% 204
2024
Q2 		$1.97M Buy
16,099
+15,763
+4,691% +$2.14M 0.1% 220
2024
Q1 		$54K Buy
+336
New +$49.5K ﹤0.01% 491
2020
Q2 		– Sell
-7,594
Closed -$432K – 271
2020
Q1 		$432K Buy
7,594
+5,464
+257% +$536K 0.07% 228
2019
Q4 		$233K Buy
+2,130
New +$244K 0.03% 285

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

GHP Investment Advisors's MIDD Position: Q2 2026 in Review

GHP Investment Advisors increased its Middleby (MIDD) stake by 6.7% in Q2 2026, buying an estimated $218K and bringing the position to 23,027 shares worth $3.96M. The position accounts for 0.15% of the portfolio, ranked #178.

GHP Investment Advisors first reported a position in MIDD in Q4 2019 and has held it in 12 quarters since. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • GHP Investment Advisors held 23,027 shares of Middleby worth $3.96M as of Q2 2026.
  • GHP Investment Advisors bought 1,444 Middleby shares in Q2 2026, an estimated $218K.
  • Middleby made up 0.15% of GHP Investment Advisors's portfolio in Q2 2026, its #178 holding.
  • GHP Investment Advisors first reported a position in Middleby in Q4 2019 and has held it in 12 quarters since.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.