RWM
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Ritholtz Wealth Management’s Middleby MIDD Stock Holding History

Ritholtz Wealth Management’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 		$713K Sell
4,146
-2,428
-37% -$366K 0.01% 727
2026
Q1 		$872K Sell
6,574
-1,908
-22% -$289K 0.02% 588
2025
Q4 		$1.26M Sell
8,482
-3,016
-26% -$396K 0.02% 450
2025
Q3 		$1.53M Sell
11,498
-1,218
-10% -$169K 0.03% 399
2025
Q2 		$1.83M Buy
12,716
+9,073
+249% +$1.28M 0.04% 308
2025
Q1 		$554K Buy
+3,643
New +$572K 0.02% 564

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

Ritholtz Wealth Management's MIDD Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Middleby (MIDD) stake by 37% in Q2 2026, selling an estimated $366K and leaving 4,146 shares worth $713K. The position accounts for 0.01% of the portfolio, ranked #727.

Ritholtz Wealth Management first reported a position in MIDD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q2 2025. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Ritholtz Wealth Management held 4,146 shares of Middleby worth $713K as of Q2 2026.
  • Ritholtz Wealth Management sold 2,428 Middleby shares in Q2 2026, an estimated $366K.
  • Middleby made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #727 holding.
  • Ritholtz Wealth Management first reported a position in Middleby in Q1 2025 and has held it in 6 quarters since.
  • Ritholtz Wealth Management's Middleby position peaked at $1.83M in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.