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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
Q2 		$2.57M Buy
14,967
+1,475
+11% +$222K 0.03% 439
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 $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

Summit Trail Advisors's MIDD Position: Q2 2026 in Review

Summit Trail Advisors increased its Middleby (MIDD) stake by 11% in Q2 2026, buying an estimated $222K and bringing the position to 14,967 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #439.

Summit Trail Advisors first reported a position in MIDD in Q4 2017 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Summit Trail Advisors held 14,967 shares of Middleby worth $2.57M as of Q2 2026.
  • Summit Trail Advisors bought 1,475 Middleby shares in Q2 2026, an estimated $222K.
  • Middleby made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #439 holding.
  • Summit Trail Advisors first reported a position in Middleby in Q4 2017 and has held it in 6 quarters since.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.