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MIDD icon

Optas LLC’s Middleby MIDD Stock Holding History

Optas 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 		$411K Buy
2,392
+435
+22% +$65.6K 0.06% 229
2026
Q1 		$259K Buy
1,957
+36
+2% +$5.46K 0.04% 353
2025
Q4 		$286K Buy
1,921
+315
+20% +$41.4K 0.04% 317
2025
Q3 		$213K Sell
1,606
-162
-9% -$22.5K 0.04% 351
2025
Q2 		$255K Buy
+1,768
New +$249K 0.05% 251

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

Optas LLC's MIDD Position: Q2 2026 in Review

Optas LLC increased its Middleby (MIDD) stake by 22% in Q2 2026, buying an estimated $65.6K and bringing the position to 2,392 shares worth $411K. The position accounts for 0.06% of the portfolio, ranked #229.

Optas LLC first reported a position in MIDD in Q2 2025 and has held it in 5 quarters since. 451 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Optas LLC held 2,392 shares of Middleby worth $411K as of Q2 2026.
  • Optas LLC bought 435 Middleby shares in Q2 2026, an estimated $65.6K.
  • Middleby made up 0.06% of Optas LLC's portfolio in Q2 2026, its #229 holding.
  • Optas LLC first reported a position in Middleby in Q2 2025 and has held it in 5 quarters since.
  • 451 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

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