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HFM Investment Advisors’s Middleby MIDD Stock Holding History

HFM 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 		$1.38K Buy
8
+4
+100% +$603 ﹤0.01% 613
2026
Q1 		$530 Buy
4
+1
+33% +$152 ﹤0.01% 653
2025
Q4 		$447 Hold
3
– – ﹤0.01% 749
2025
Q3 		$399 Sell
3
-2
-40% -$278 ﹤0.01% 760
2025
Q2 		$720 Buy
5
+3
+150% +$423 ﹤0.01% 507
2025
Q1 		$304 Buy
+2
New +$314 ﹤0.01% 470

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

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

HFM Investment Advisors increased its Middleby (MIDD) stake by 100% in Q2 2026, buying an estimated $603 and bringing the position to 8 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

HFM Investment Advisors first reported a position in MIDD in Q1 2025 and has held it in 6 quarters since. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • HFM Investment Advisors held 8 shares of Middleby worth $1.38K as of Q2 2026.
  • HFM Investment Advisors bought 4 Middleby shares in Q2 2026, an estimated $603.
  • Middleby made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #613 holding.
  • HFM Investment Advisors first reported a position in Middleby in Q1 2025 and has held it in 6 quarters since.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.