Joel Isaacson & Co’s Middleby MIDD Stock Holding History

Joel Isaacson & Co’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 Q3	–	Sell	-1,300	Closed	-$224K	–	515
2026 Q2	$224K	Buy	+1,300	New	+$196K	0.01%	441
2024 Q2	–	Sell	-1,300	Closed	-$209K	–	354
2024 Q1	$209K	Buy	+1,300	New	+$191K	0.01%	317
2016 Q2	–	Sell	-2,400	Closed	-$256K	–	748
2016 Q1	$256K	Sell	2,400 -51	-2%	-$4.79K	0.06%	149
2015 Q4	$264K	Buy	2,451 +51	+2%	+$5.68K	0.06%	136
2015 Q3	$252K	Hold	2,400	–	–	0.07%	126
2015 Q2	$269K	Hold	2,400	–	–	0.07%	134
2015 Q1	$246K	Hold	2,400	–	–	0.06%	141
2014 Q4	$238K	Hold	2,400	–	–	0.06%	134
2014 Q3	$212K	Hold	2,400	–	–	0.06%	117
2014 Q2	$199K	Hold	2,400	–	–	0.06%	126
2014 Q1	$211K	Hold	2,400	–	–	0.07%	113
2013 Q4	$192K	Hold	2,400	–	–	0.07%	117
2013 Q3	$167K	Hold	2,400	–	–	0.07%	119
2013 Q2	$136K	Buy	+2,400	New	+$126K	0.06%	122

Other funds holding MIDD

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Joel Isaacson & Co's MIDD Position: Q3 2026 in Review

Joel Isaacson & Co sold out of Middleby (MIDD) in Q3 2026, closing a stake of 1,300 shares — an estimated $224K sold.

Joel Isaacson & Co first reported a position in MIDD in Q2 2013 and held it in 14 quarters. The position peaked at $269K in Q2 2015. 188 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

Joel Isaacson & Co reported no remaining Middleby position as of Q3 2026 after selling out during the quarter.
Joel Isaacson & Co sold 1,300 Middleby shares in Q3 2026, an estimated $224K.
Joel Isaacson & Co first reported a position in Middleby in Q2 2013 and held it in 14 quarters.
Joel Isaacson & Co's Middleby position peaked at $269K in Q2 2015.
188 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Joel Isaacson & Co's 13F filing for Q3 2026, filed 5 Nov 2026.