SWM
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Spire Wealth Management’s Middleby MIDD Stock Holding History

Spire Wealth 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 		$11.5K Hold
67
– – ﹤0.01% 1602
2026
Q1 		$8.88K Hold
67
– – ﹤0.01% 1652
2025
Q4 		$9.96K Buy
67
+2
+3% +$263 ﹤0.01% 1699
2025
Q3 		$8.64K Hold
65
– – ﹤0.01% 1802
2025
Q2 		$9.36K Sell
65
-17
-21% -$2.4K ﹤0.01% 1741
2025
Q1 		$12.5K Sell
82
-11
-12% -$1.73K ﹤0.01% 1770
2024
Q4 		$12.6K Buy
93
+28
+43% +$3.86K ﹤0.01% 1783
2024
Q3 		$9.04K Hold
65
– – ﹤0.01% 1659
2024
Q2 		$7.97K Buy
65
+18
+38% +$2.44K ﹤0.01% 1706
2024
Q1 		$7.56K Hold
47
– – ﹤0.01% 1798
2023
Q4 		$6.66K Sell
47
-1
-2% -$127 ﹤0.01% 1881
2023
Q3 		$6.14K Sell
48
-174
-78% -$24.7K ﹤0.01% 1883
2023
Q2 		$32.8K Buy
+222
New +$31.3K ﹤0.01% 1378
2022
Q3 		– Sell
-14
Closed -$2K – 2445
2022
Q2 		$2K Hold
14
– – ﹤0.01% 2375
2022
Q1 		$2K Sell
14
-1
-7% -$182 ﹤0.01% 2405
2021
Q4 		$3K Hold
15
– – ﹤0.01% 2702
2021
Q3 		$3K Hold
15
– – ﹤0.01% 2405
2021
Q2 		$3K Hold
15
– – ﹤0.01% 2420
2021
Q1 		$2K Buy
+15
New +$2.21K ﹤0.01% 2862

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

Spire Wealth Management's MIDD Position: Q2 2026 in Review

Spire Wealth Management held its Middleby (MIDD) position steady in Q2 2026 at 67 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Spire Wealth Management first reported a position in MIDD in Q1 2021 and has held it in 19 quarters since. The position peaked at $32.8K in Q2 2023. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Spire Wealth Management held 67 shares of Middleby worth $11.5K as of Q2 2026.
  • Spire Wealth Management left its Middleby share count unchanged in Q2 2026.
  • Middleby made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1602 holding.
  • Spire Wealth Management first reported a position in Middleby in Q1 2021 and has held it in 19 quarters since.
  • Spire Wealth Management's Middleby position peaked at $32.8K in Q2 2023.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.