Kestra Advisory Services’s Middleby MIDD Stock Holding History

Kestra Advisory Services’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	$277K	Sell	1,613 -20	-1%	-$3.02K	﹤0.01%	2842
2026 Q1	$217K	Sell	1,633 -95	-5%	-$14.4K	﹤0.01%	2890
2025 Q4	$257K	Buy	+1,728	New	+$227K	﹤0.01%	2667
2023 Q1	–	Sell	-1,859	Closed	-$249K	–	2224
2022 Q4	$249K	Buy	+1,859	New	+$253K	﹤0.01%	1870

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

Kestra Advisory Services's MIDD Position: Q2 2026 in Review

Kestra Advisory Services reduced its Middleby (MIDD) stake by 1.2% in Q2 2026, selling an estimated $3.02K and leaving 1,613 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2842.

Kestra Advisory Services first reported a position in MIDD in Q4 2022 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Kestra Advisory Services held 1,613 shares of Middleby worth $277K as of Q2 2026.
Kestra Advisory Services sold 20 Middleby shares in Q2 2026, an estimated $3.02K.
Middleby made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2842 holding.
Kestra Advisory Services first reported a position in Middleby in Q4 2022 and has held it in 4 quarters since.
452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.