MIM
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Morningstar Investment Management’s Middleby MIDD Stock Holding History

Morningstar Investment Management’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 		$329K Hold
2,485
– – 0.02% 295
2026
Q1 		$329K Sell
2,485
-1,337
-35% -$203K 0.02% 293
2025
Q4 		$568K Hold
3,822
– – 0.03% 265
2025
Q3 		$508K Buy
+3,822
New +$531K 0.02% 422

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

Morningstar Investment Management's MIDD Position: Q2 2026 in Review

Morningstar Investment Management held its Middleby (MIDD) position steady in Q2 2026 at 2,485 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #295.

Morningstar Investment Management first reported a position in MIDD in Q3 2025 and has held it in 4 quarters since. The position peaked at $568K in Q4 2025. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Morningstar Investment Management held 2,485 shares of Middleby worth $329K as of Q2 2026.
  • Morningstar Investment Management left its Middleby share count unchanged in Q2 2026.
  • Middleby made up 0.02% of Morningstar Investment Management's portfolio in Q2 2026, its #295 holding.
  • Morningstar Investment Management first reported a position in Middleby in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Middleby position peaked at $568K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.