Intentional Wealth Strategies’s Middleby MIDD Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-27	Closed	-$3.58K	–	570
2026 Q1	$3.58K	Buy	+27	New	+$4.09K	﹤0.01%	546

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

Intentional Wealth Strategies's MIDD Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Middleby (MIDD) in Q2 2026, closing a stake of 27 shares — an estimated $3.58K sold.

Intentional Wealth Strategies first reported a position in MIDD in Q1 2026 and held it in 1 quarter. The position peaked at $3.58K in Q1 2026. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Intentional Wealth Strategies reported no remaining Middleby position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 27 Middleby shares in Q2 2026, an estimated $3.58K.
Intentional Wealth Strategies first reported a position in Middleby in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's Middleby position peaked at $3.58K in Q1 2026.
449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

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