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MIDD icon

Larson Financial Group’s Middleby MIDD Stock Holding History

Larson Financial Group’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 		$139K Buy
807
+537
+199% +$80.9K ﹤0.01% 1012
2026
Q1 		$35.8K Buy
270
+75
+38% +$11.4K ﹤0.01% 1538
2025
Q4 		$29K Buy
195
+181
+1,293% +$23.8K ﹤0.01% 1506
2025
Q3 		$1.86K Buy
14
+2
+17% +$278 ﹤0.01% 2739
2025
Q2 		$1.73K Sell
12
-74
-86% -$10.4K ﹤0.01% 2466
2025
Q1 		$13.1K Buy
+86
New +$13.5K ﹤0.01% 1536

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

Larson Financial Group's MIDD Position: Q2 2026 in Review

Larson Financial Group increased its Middleby (MIDD) stake by 199% in Q2 2026, buying an estimated $80.9K and bringing the position to 807 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Larson Financial Group first reported a position in MIDD in Q1 2025 and has held it in 6 quarters since. 451 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Larson Financial Group held 807 shares of Middleby worth $139K as of Q2 2026.
  • Larson Financial Group bought 537 Middleby shares in Q2 2026, an estimated $80.9K.
  • Middleby made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1012 holding.
  • Larson Financial Group first reported a position in Middleby in Q1 2025 and has held it in 6 quarters since.
  • 451 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.