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Root Financial Partners’s Middleby MIDD Stock Holding History

Root Financial Partners’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 		– Sell
-261
Closed -$34.6K – 2069
2026
Q1 		$34.6K Buy
261
+102
+64% +$15.5K ﹤0.01% 1037
2025
Q4 		$23.6K Buy
159
+13
+9% +$1.71K ﹤0.01% 1091
2025
Q3 		$19.4K Buy
+146
New +$20.3K ﹤0.01% 1135

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

Root Financial Partners's MIDD Position: Q2 2026 in Review

Root Financial Partners sold out of Middleby (MIDD) in Q2 2026, closing a stake of 261 shares — an estimated $34.6K sold.

Root Financial Partners first reported a position in MIDD in Q3 2025 and held it in 3 quarters. The position peaked at $34.6K in Q1 2026. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Root Financial Partners reported no remaining Middleby position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 261 Middleby shares in Q2 2026, an estimated $34.6K.
  • Root Financial Partners first reported a position in Middleby in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Middleby position peaked at $34.6K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.