MFG
MIDD icon

Merit Financial Group’s Middleby MIDD Stock Holding History

Merit 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 		$348K Sell
2,024
-1,338
-40% -$202K ﹤0.01% 1726
2026
Q1 		$446K Buy
3,362
+716
+27% +$109K ﹤0.01% 1433
2025
Q4 		$393K Buy
2,646
+1,008
+62% +$132K ﹤0.01% 1425
2025
Q3 		$218K Sell
1,638
-41
-2% -$5.69K ﹤0.01% 1625
2025
Q2 		$242K Buy
+1,679
New +$237K ﹤0.01% 1455
2024
Q4 		– Sell
-2,459
Closed -$342K – 1179
2024
Q3 		$342K Sell
2,459
-2,590
-51% -$348K 0.01% 642
2024
Q2 		$619K Sell
5,049
-618
-11% -$83.8K 0.01% 532
2024
Q1 		$794K Buy
5,667
+528
+10% +$77.8K 0.02% 462
2023
Q4 		$756K Buy
5,139
+625
+14% +$79.4K 0.02% 383
2023
Q3 		$578K Sell
4,514
-56
-1% -$7.96K 0.02% 428
2023
Q2 		$676K Buy
4,570
+42
+0.9% +$5.92K 0.02% 405
2023
Q1 		$664K Buy
4,528
+106
+2% +$15.7K 0.02% 349
2022
Q4 		$592K Buy
+4,422
New +$602K 0.02% 387

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

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

Merit Financial Group reduced its Middleby (MIDD) stake by 40% in Q2 2026, selling an estimated $202K and leaving 2,024 shares worth $348K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

Merit Financial Group first reported a position in MIDD in Q4 2022 and has held it in 13 quarters since. The position peaked at $794K in Q1 2024. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Merit Financial Group held 2,024 shares of Middleby worth $348K as of Q2 2026.
  • Merit Financial Group sold 1,338 Middleby shares in Q2 2026, an estimated $202K.
  • Middleby made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1726 holding.
  • Merit Financial Group first reported a position in Middleby in Q4 2022 and has held it in 13 quarters since.
  • Merit Financial Group's Middleby position peaked at $794K in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.