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Shelton Capital Management’s Middleby MIDD Stock Holding History

Shelton Capital 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 		$232K Sell
1,350
-227
-14% -$34.2K ﹤0.01% 639
2026
Q1 		$209K Hold
1,577
– – ﹤0.01% 657
2025
Q4 		$234K Sell
1,577
-354
-18% -$46.5K ﹤0.01% 591
2025
Q3 		$257K Hold
1,931
– – 0.01% 561
2025
Q2 		$278K Hold
1,931
– – 0.01% 517
2025
Q1 		$293K Sell
1,931
-179
-8% -$28.1K 0.01% 480
2024
Q4 		$286K Hold
2,110
– – 0.01% 523
2024
Q3 		$294K Sell
2,110
-74
-3% -$9.94K 0.01% 512
2024
Q2 		$268K Sell
2,184
-135
-6% -$18.3K 0.01% 537
2024
Q1 		$373K Hold
2,319
– – 0.01% 436
2023
Q4 		$341K Sell
2,319
-168
-7% -$21.3K 0.01% 433
2023
Q3 		$318K Sell
2,487
-169
-6% -$24K 0.01% 442
2023
Q2 		$393K Sell
2,656
-103
-4% -$14.5K 0.01% 379
2023
Q1 		$404K Hold
2,759
– – 0.02% 356
2022
Q4 		$369K Sell
2,759
-141
-5% -$19.2K 0.04% 359
2022
Q3 		$372K Hold
2,900
– – 0.02% 372
2022
Q2 		$364K Hold
2,900
– – 0.02% 396
2022
Q1 		$475K Hold
2,900
– – 0.02% 371
2021
Q4 		$571K Hold
2,900
– – 0.02% 337
2021
Q3 		$494K Hold
2,900
– – 0.02% 362
2021
Q2 		$502K Hold
2,900
– – 0.02% 379
2021
Q1 		$481K Hold
2,900
– – 0.02% 399
2020
Q4 		$374K Buy
2,900
+356
+14% +$43K 0.02% 418
2020
Q3 		$228K Buy
+2,544
New +$230K 0.01% 636

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

Shelton Capital Management's MIDD Position: Q2 2026 in Review

Shelton Capital Management reduced its Middleby (MIDD) stake by 14% in Q2 2026, selling an estimated $34.2K and leaving 1,350 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Shelton Capital Management first reported a position in MIDD in Q3 2020 and has held it in 24 quarters since. The position peaked at $571K in Q4 2021. 451 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Shelton Capital Management held 1,350 shares of Middleby worth $232K as of Q2 2026.
  • Shelton Capital Management sold 227 Middleby shares in Q2 2026, an estimated $34.2K.
  • Middleby made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #639 holding.
  • Shelton Capital Management first reported a position in Middleby in Q3 2020 and has held it in 24 quarters since.
  • Shelton Capital Management's Middleby position peaked at $571K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.