JWA
MIDD icon

JFS Wealth Advisors’s Middleby MIDD Stock Holding History

JFS Wealth 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 		$4.99K Buy
29
+2
+7% +$301 ﹤0.01% 1273
2026
Q1 		$3.58K Sell
27
-9
-25% -$1.36K ﹤0.01% 1312
2025
Q4 		$5.35K Buy
36
+9
+33% +$1.18K ﹤0.01% 1216
2025
Q3 		$3.59K Sell
27
-1
-4% -$139 ﹤0.01% 1244
2025
Q2 		$4.03K Sell
28
-12
-30% -$1.69K ﹤0.01% 1156
2025
Q1 		$6.08K Buy
40
+4
+11% +$628 ﹤0.01% 1042
2024
Q4 		$4.88K Buy
36
+6
+20% +$827 ﹤0.01% 1134
2024
Q3 		$4.17K Buy
30
+1
+3% +$134 ﹤0.01% 1187
2024
Q2 		$3.56K Buy
29
+3
+12% +$407 ﹤0.01% 1204
2024
Q1 		$4.18K Buy
26
+11
+73% +$1.62K ﹤0.01% 1163
2023
Q4 		$2.21K Sell
15
-3
-17% -$381 ﹤0.01% 1388
2023
Q3 		$2.3K Sell
18
-7
-28% -$995 ﹤0.01% 1307
2023
Q2 		$3.7K Hold
25
– – ﹤0.01% 1142
2023
Q1 		$3.67K Sell
25
-2
-7% -$297 ﹤0.01% 1119
2022
Q4 		$3.62K Hold
27
– – ﹤0.01% 1125
2022
Q3 		$3K Sell
27
-24
-47% -$3.37K ﹤0.01% 1204
2022
Q2 		$6K Buy
51
+25
+96% +$3.61K ﹤0.01% 944
2022
Q1 		$4K Buy
26
+12
+86% +$2.18K ﹤0.01% 1153
2021
Q4 		$3K Buy
+14
New +$2.55K ﹤0.01% 965

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

JFS Wealth Advisors's MIDD Position: Q2 2026 in Review

JFS Wealth Advisors increased its Middleby (MIDD) stake by 7.4% in Q2 2026, buying an estimated $301 and bringing the position to 29 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

JFS Wealth Advisors first reported a position in MIDD in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.08K in Q1 2025. 451 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • JFS Wealth Advisors held 29 shares of Middleby worth $4.99K as of Q2 2026.
  • JFS Wealth Advisors bought 2 Middleby shares in Q2 2026, an estimated $301.
  • Middleby made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1273 holding.
  • JFS Wealth Advisors first reported a position in Middleby in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Middleby position peaked at $6.08K in Q1 2025.
  • 451 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.