Institute for Wealth Management’s Middleby MIDD Stock Holding History

Institute for 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	$2.92K	Buy	+17	New	+$2.56K	﹤0.01%	1538

Other funds holding MIDD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Institute for Wealth Management's MIDD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Middleby (MIDD) in Q2 2026: 17 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #1538 among its holdings.

216 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Institute for Wealth Management held 17 shares of Middleby worth $2.92K as of Q2 2026.
Middleby was a new Institute for Wealth Management position in Q2 2026.
Middleby made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1538 holding.
216 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.