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Pinnacle Wealth Planning Services’s Middleby MIDD Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$530 Buy
4
+2
+100% +$303 ﹤0.01% 2618
2025
Q4 		$297 Buy
+2
New +$263 ﹤0.01% 2691

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Wealth Planning Services's MIDD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Middleby (MIDD) stake by 100% in Q1 2026, buying an estimated $303 and bringing the position to 4 shares worth $530. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

Pinnacle Wealth Planning Services first reported a position in MIDD in Q4 2025 and has held it in 2 quarters since. 415 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4 shares of Middleby worth $530 as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 2 Middleby shares in Q1 2026, an estimated $303.
  • Middleby made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2618 holding.
  • Pinnacle Wealth Planning Services first reported a position in Middleby in Q4 2025 and has held it in 2 quarters since.
  • 415 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.