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Sound Income Strategies’s Middleby MIDD Stock Holding History

Sound Income Strategies’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
-45
Closed -$5.98K – 1630
2026
Q1 		$5.98K Hold
45
– – ﹤0.01% 1750
2025
Q4 		$6.68K Sell
45
-42
-48% -$5.51K ﹤0.01% 1682
2025
Q3 		$11.5K Hold
87
– – ﹤0.01% 972
2025
Q2 		$12.5K Hold
87
– – ﹤0.01% 882
2025
Q1 		$13.2K Hold
87
– – ﹤0.01% 826
2024
Q4 		$11.8K Hold
87
– – ﹤0.01% 797
2024
Q3 		$12.1K Buy
87
+45
+107% +$6.04K ﹤0.01% 748
2024
Q2 		$5.15K Hold
42
– – ﹤0.01% 936
2024
Q1 		$6.75K Buy
+42
New +$6.19K ﹤0.01% 851

Other funds holding MIDD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sound Income Strategies's MIDD Position: Q2 2026 in Review

Sound Income Strategies sold out of Middleby (MIDD) in Q2 2026, closing a stake of 45 shares — an estimated $5.98K sold.

Sound Income Strategies first reported a position in MIDD in Q1 2024 and held it in 9 quarters. The position peaked at $13.2K in Q1 2025. 340 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Sound Income Strategies reported no remaining Middleby position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 45 Middleby shares in Q2 2026, an estimated $5.98K.
  • Sound Income Strategies first reported a position in Middleby in Q1 2024 and held it in 9 quarters.
  • Sound Income Strategies's Middleby position peaked at $13.2K in Q1 2025.
  • 340 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.