HB Wealth Management’s Middleby MIDD Stock Holding History

HB Wealth Management’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	$325K	Sell	1,889 -31	-2%	-$4.67K	﹤0.01%	1333
2026 Q1	$255K	Buy	+1,920	New	+$291K	﹤0.01%	1315

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HB Wealth Management's MIDD Position: Q2 2026 in Review

HB Wealth Management reduced its Middleby (MIDD) stake by 1.6% in Q2 2026, selling an estimated $4.67K and leaving 1,889 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

HB Wealth Management first reported a position in MIDD in Q1 2026 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

HB Wealth Management held 1,889 shares of Middleby worth $325K as of Q2 2026.
HB Wealth Management sold 31 Middleby shares in Q2 2026, an estimated $4.67K.
Middleby made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1333 holding.
HB Wealth Management first reported a position in Middleby in Q1 2026 and has held it in 2 quarters since.
449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.