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Sequoia Financial Advisors’s Middleby MIDD Stock Holding History

Sequoia Financial Advisors’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 		$205K Buy
+1,190
New +$179K ﹤0.01% 1971
2026
Q1 		– Sell
-2,099
Closed -$312K – 2009
2025
Q4 		$312K Buy
2,099
+199
+10% +$26.1K ﹤0.01% 1541
2025
Q3 		$253K Buy
1,900
+138
+8% +$19.2K ﹤0.01% 1487
2025
Q2 		$254K Buy
+1,762
New +$248K ﹤0.01% 1354

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

Sequoia Financial Advisors's MIDD Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Middleby (MIDD) in Q2 2026: 1,190 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1971 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in MIDD as recently as Q4 2025.

Sequoia Financial Advisors first reported a position in MIDD in Q2 2025 and has held it in 4 quarters since. The position peaked at $312K in Q4 2025. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Sequoia Financial Advisors held 1,190 shares of Middleby worth $205K as of Q2 2026.
  • Middleby was a new Sequoia Financial Advisors position in Q2 2026.
  • Middleby made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1971 holding.
  • Sequoia Financial Advisors first reported a position in Middleby in Q2 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Middleby position peaked at $312K in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.