Private Advisor Group’s Middleby MIDD Stock Holding History

Private Advisor Group’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	$200K	Buy	+1,164	New	+$175K	﹤0.01%	2362
2020 Q3	–	Sell	-125	Closed	-$10K	–	2693
2020 Q2	$10K	Buy	+125	New	+$8.1K	﹤0.01%	2937
2017 Q4	–	Sell	-5,816	Closed	-$730K	–	1319
2017 Q3	$730K	Sell	5,816 -440	-7%	-$54.3K	0.02%	704
2017 Q2	$746K	Buy	6,256 +1,253	+25%	+$165K	0.02%	653
2017 Q1	$667K	Buy	+5,003	New	+$680K	0.02%	684
2016 Q1	–	Sell	-1,930	Closed	-$208K	–	1088
2015 Q4	$208K	Buy	+1,930	New	+$215K	0.01%	938

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Advisor Group's MIDD Position: Q2 2026 in Review

Private Advisor Group opened a new position in Middleby (MIDD) in Q2 2026: 1,164 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #2362 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in MIDD as recently as Q2 2020.

Private Advisor Group first reported a position in MIDD in Q4 2015 and has held it in 6 quarters since. The position peaked at $746K in Q2 2017. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Private Advisor Group held 1,164 shares of Middleby worth $200K as of Q2 2026.
Middleby was a new Private Advisor Group position in Q2 2026.
Middleby made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2362 holding.
Private Advisor Group first reported a position in Middleby in Q4 2015 and has held it in 6 quarters since.
Private Advisor Group's Middleby position peaked at $746K in Q2 2017.
452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.