IFP Advisors’s Middleby MIDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.64K | Buy |
27
+9
| +50% | +$1.36K | ﹤0.01% | 3839 |
|
|
2026
Q1 | $2.39K | Buy |
+18
| New | +$2.73K | ﹤0.01% | 3899 |
|
|
2025
Q2 | – | Sell |
-1
| Closed | -$141 | – | 2520 |
|
|
2025
Q1 | $152 | Hold |
1
| – | – | ﹤0.01% | 3744 |
|
|
2024
Q4 | $135 | Sell |
1
-98
| -99% | -$13.5K | ﹤0.01% | 3918 |
|
|
2024
Q3 | $13.8K | Sell |
99
-25
| -20% | -$3.36K | ﹤0.01% | 2303 |
|
|
2024
Q2 | $15.2K | Buy |
124
+6
| +5% | +$814 | ﹤0.01% | 2186 |
|
|
2024
Q1 | $19K | Buy |
118
+26
| +28% | +$3.83K | ﹤0.01% | 1986 |
|
|
2023
Q4 | $13.5K | Buy |
92
+2
| +2% | +$254 | ﹤0.01% | 2075 |
|
|
2023
Q3 | $11.5K | Hold |
90
| – | – | ﹤0.01% | 2196 |
|
|
2023
Q2 | $13.3K | Buy |
90
+21
| +30% | +$2.96K | ﹤0.01% | 2192 |
|
|
2023
Q1 | $6.87K | Sell |
69
-238
| -78% | -$35.4K | ﹤0.01% | 2438 |
|
|
2022
Q4 | $32K | Buy |
307
+78
| +34% | +$10.6K | ﹤0.01% | 2553 |
|
|
2022
Q3 | $22K | Buy |
229
+122
| +114% | +$17.1K | ﹤0.01% | 3001 |
|
|
2022
Q2 | $10K | Hold |
107
| – | – | ﹤0.01% | 3409 |
|
|
2022
Q1 | $10K | Buy |
+107
| New | +$19.4K | ﹤0.01% | 3409 |
|
|
2020
Q2 | – | Sell |
-11
| Closed | -$713 | – | 2862 |
|
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 2563 |
|
|
2019
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 2686 |
|
|
2019
Q3 | $1K | Buy |
+11
| New | +$1.35K | ﹤0.01% | 2890 |
|
|
2019
Q1 | – | Sell |
-728
| Closed | -$74K | – | 2994 |
|
|
2018
Q4 | $74K | Sell |
728
-3
| -0.4% | -$342 | ﹤0.01% | 1370 |
|
|
2018
Q3 | $95K | Sell |
731
-9
| -1% | -$1.03K | ﹤0.01% | 1505 |
|
|
2018
Q2 | $77K | Sell |
740
-79
| -10% | -$8.94K | ﹤0.01% | 1647 |
|
|
2018
Q1 | $111K | Hold |
819
| – | – | 0.01% | 1324 |
|
|
2017
Q4 | $111K | Buy |
819
+5
| +0.6% | +$612 | 0.01% | 1333 |
|
|
2017
Q3 | $104K | Sell |
814
-217
| -21% | -$26.8K | ﹤0.01% | 1529 |
|
|
2017
Q2 | $125K | Buy |
1,031
+98
| +11% | +$12.9K | 0.01% | 1407 |
|
|
2017
Q1 | $127K | Sell |
933
-16
| -2% | -$2.17K | 0.01% | 1365 |
|
|
2016
Q4 | $122K | Buy |
949
+169
| +22% | +$21.3K | 0.01% | 1327 |
|
|
2016
Q3 | $96K | Sell |
780
-96
| -11% | -$11.8K | 0.01% | 1387 |
|
|
2016
Q2 | $101K | Buy |
+876
| New | +$101K | 0.01% | 1333 |
|
|
2016
Q1 | – | Sell |
-876
| Closed | -$94K | – | 2986 |
|
|
2015
Q4 | $94K | Buy |
+876
| New | +$97.6K | 0.01% | 1218 |
|
Other funds holding MIDD
GIM
AI
IFP Advisors's MIDD Position: Q2 2026 in Review
IFP Advisors increased its Middleby (MIDD) stake by 50% in Q2 2026, buying an estimated $1.36K and bringing the position to 27 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #3839.
IFP Advisors first reported a position in MIDD in Q4 2015 and has held it in 30 quarters since. The position peaked at $127K in Q1 2017. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.
- IFP Advisors held 27 shares of Middleby worth $4.64K as of Q2 2026.
- IFP Advisors bought 9 Middleby shares in Q2 2026, an estimated $1.36K.
- Middleby made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3839 holding.
- IFP Advisors first reported a position in Middleby in Q4 2015 and has held it in 30 quarters since.
- IFP Advisors's Middleby position peaked at $127K in Q1 2017.
- 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.