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Rothschild Investment LLC’s Middleby MIDD Stock Holding History

Rothschild Investment LLC’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 		$64.7K Sell
376
-206
-35% -$31.1K ﹤0.01% 1190
2026
Q1 		$77.2K Buy
582
+552
+1,840% +$83.7K ﹤0.01% 986
2025
Q4 		$4.46K Buy
30
+17
+131% +$2.23K ﹤0.01% 1954
2025
Q3 		$1.73K Buy
13
+7
+117% +$972 ﹤0.01% 2321
2025
Q2 		$864 Buy
6
+5
+500% +$704 ﹤0.01% 2544
2025
Q1 		$152 Hold
1
– – ﹤0.01% 2897
2024
Q4 		$135 Hold
1
– – ﹤0.01% 2866
2024
Q3 		$139 Buy
+1
New +$134 ﹤0.01% 2784

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 $3.38T AUM 44.17% 1-Year Est. Return

Rothschild Investment LLC's MIDD Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Middleby (MIDD) stake by 35% in Q2 2026, selling an estimated $31.1K and leaving 376 shares worth $64.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Rothschild Investment LLC first reported a position in MIDD in Q3 2024 and has held it in 8 quarters since. The position peaked at $77.2K in Q1 2026. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Rothschild Investment LLC held 376 shares of Middleby worth $64.7K as of Q2 2026.
  • Rothschild Investment LLC sold 206 Middleby shares in Q2 2026, an estimated $31.1K.
  • Middleby made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1190 holding.
  • Rothschild Investment LLC first reported a position in Middleby in Q3 2024 and has held it in 8 quarters since.
  • Rothschild Investment LLC's Middleby position peaked at $77.2K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.