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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
Q2 		$516 Sell
3
-1
-25% -$151 ﹤0.01% 2649
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 $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

Pinnacle Wealth Planning Services's MIDD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Middleby (MIDD) stake by 25% in Q2 2026, selling an estimated $151 and leaving 3 shares worth $516. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Pinnacle Wealth Planning Services first reported a position in MIDD in Q4 2025 and has held it in 3 quarters since. The position peaked at $530 in Q1 2026. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3 shares of Middleby worth $516 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1 Middleby share in Q2 2026, an estimated $151.
  • Middleby made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2649 holding.
  • Pinnacle Wealth Planning Services first reported a position in Middleby in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Middleby position peaked at $530 in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.