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Schwartz Investment Counsel’s Middleby MIDD Stock Holding History

Schwartz Investment Counsel’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 		$313K Buy
+1,820
New +$274K 0.01% 126

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

Schwartz Investment Counsel's MIDD Position: Q2 2026 in Review

Schwartz Investment Counsel opened a new position in Middleby (MIDD) in Q2 2026: 1,820 shares worth $313K. The stake represents 0.01% of the portfolio and ranks #126 among its holdings.

449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Schwartz Investment Counsel held 1,820 shares of Middleby worth $313K as of Q2 2026.
  • Middleby was a new Schwartz Investment Counsel position in Q2 2026.
  • Middleby made up 0.01% of Schwartz Investment Counsel's portfolio in Q2 2026, its #126 holding.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Schwartz Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.