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Summit Trail Advisors’s Middleby MIDD Stock Holding History

Summit Trail 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
Q1 		$1.79M Buy
13,492
+6,445
+91% +$977K 0.03% 609
2025
Q4 		$1.05M Sell
7,047
-7,318
-51% -$961K 0.02% 793
2025
Q3 		$1.91M Buy
14,365
+9,609
+202% +$1.33M 0.03% 472
2025
Q2 		$685K Buy
+4,756
New +$670K 0.01% 608
2018
Q1 		– Sell
-15
Closed -$2K – 1183
2017
Q4 		$2K Buy
+15
New +$1.83K ﹤0.01% 1653

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's MIDD Position: Q1 2026 in Review

Summit Trail Advisors increased its Middleby (MIDD) stake by 91% in Q1 2026, buying an estimated $977K and bringing the position to 13,492 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #609.

Summit Trail Advisors first reported a position in MIDD in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.91M in Q3 2025. 415 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Summit Trail Advisors held 13,492 shares of Middleby worth $1.79M as of Q1 2026.
  • Summit Trail Advisors bought 6,445 Middleby shares in Q1 2026, an estimated $977K.
  • Middleby made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #609 holding.
  • Summit Trail Advisors first reported a position in Middleby in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Middleby position peaked at $1.91M in Q3 2025.
  • 415 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.