SC
MIDD icon

SummitTX Capital’s Middleby MIDD Stock Holding History

SummitTX Capital’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 		$1.49M Sell
8,649
-4,740
-35% -$714K 0.04% 383
2026
Q1 		$1.78M Buy
+13,389
New +$2.03M 0.06% 326
2025
Q3 		– Sell
-2,208
Closed -$318K – 901
2025
Q2 		$318K Buy
+2,208
New +$311K 0.01% 605

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

SummitTX Capital's MIDD Position: Q2 2026 in Review

SummitTX Capital reduced its Middleby (MIDD) stake by 35% in Q2 2026, selling an estimated $714K and leaving 8,649 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #383.

SummitTX Capital first reported a position in MIDD in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.78M in Q1 2026. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • SummitTX Capital held 8,649 shares of Middleby worth $1.49M as of Q2 2026.
  • SummitTX Capital sold 4,740 Middleby shares in Q2 2026, an estimated $714K.
  • Middleby made up 0.04% of SummitTX Capital's portfolio in Q2 2026, its #383 holding.
  • SummitTX Capital first reported a position in Middleby in Q2 2025 and has held it in 3 quarters since.
  • SummitTX Capital's Middleby position peaked at $1.78M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

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