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Oak Thistle LLC’s Middleby MIDD Stock Holding History

Oak Thistle LLC’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 		– Sell
-7,971
Closed -$1.06M – 573
2026
Q1 		$1.06M Sell
7,971
-3,198
-29% -$485K 0.1% 327
2025
Q4 		$1.66M Buy
11,169
+8,664
+346% +$1.14M 0.23% 162
2025
Q3 		$333K Sell
2,505
-3,088
-55% -$429K 0.05% 414
2025
Q2 		$805K Buy
+5,593
New +$788K 0.12% 300
2023
Q4 		– Sell
-3,037
Closed -$389K – 571
2023
Q3 		$389K Buy
+3,037
New +$432K 0.11% 345

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

Oak Thistle LLC's MIDD Position: Q2 2026 in Review

Oak Thistle LLC sold out of Middleby (MIDD) in Q2 2026, closing a stake of 7,971 shares — an estimated $1.06M sold.

Oak Thistle LLC first reported a position in MIDD in Q3 2023 and held it in 5 quarters. The position peaked at $1.66M in Q4 2025. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Oak Thistle LLC reported no remaining Middleby position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 7,971 Middleby shares in Q2 2026, an estimated $1.06M.
  • Oak Thistle LLC first reported a position in Middleby in Q3 2023 and held it in 5 quarters.
  • Oak Thistle LLC's Middleby position peaked at $1.66M in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.