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PFG Investments’s Middleby MIDD Stock Holding History

PFG Investments’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 		$215K Buy
+1,250
New +$188K 0.01% 1138
2025
Q1 		– Sell
-1,531
Closed -$207K – 1065
2024
Q4 		$207K Hold
1,531
– – 0.01% 890
2024
Q3 		$213K Buy
+1,531
New +$206K 0.01% 870
2024
Q2 		– Sell
-1,531
Closed -$246K – 1037
2024
Q1 		$246K Buy
+1,531
New +$226K 0.01% 820

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 $3.38T AUM 44.17% 1-Year Est. Return

PFG Investments's MIDD Position: Q2 2026 in Review

PFG Investments opened a new position in Middleby (MIDD) in Q2 2026: 1,250 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #1138 among its holdings. This is a return to the name: PFG Investments previously reported a position in MIDD as recently as Q4 2024.

PFG Investments first reported a position in MIDD in Q1 2024 and has held it in 4 quarters since. The position peaked at $246K in Q1 2024. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • PFG Investments held 1,250 shares of Middleby worth $215K as of Q2 2026.
  • Middleby was a new PFG Investments position in Q2 2026.
  • Middleby made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1138 holding.
  • PFG Investments first reported a position in Middleby in Q1 2024 and has held it in 4 quarters since.
  • PFG Investments's Middleby position peaked at $246K in Q1 2024.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.