TWD
MIDD icon

True Wealth Design’s Middleby MIDD Stock Holding History

True Wealth Design’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 		$30.1K Buy
175
+26
+17% +$3.92K 0.01% 673
2026
Q1 		$19.8K Buy
149
+2
+1% +$303 0.01% 725
2025
Q4 		$21.9K Buy
147
+72
+96% +$9.45K 0.01% 580
2025
Q3 		$9.97K Sell
75
-5
-6% -$694 ﹤0.01% 834
2025
Q2 		$11.5K Sell
80
-10
-11% -$1.41K ﹤0.01% 526
2025
Q1 		$13.7K Buy
90
+3
+3% +$471 0.01% 405
2024
Q4 		$11.8K Buy
+87
New +$12K ﹤0.01% 395
2023
Q4 		– Sell
-1
Closed -$128 – 803
2023
Q3 		$128 Hold
1
– – ﹤0.01% 702
2023
Q2 		$148 Hold
1
– – ﹤0.01% 694
2023
Q1 		$147 Hold
1
– – ﹤0.01% 766
2022
Q4 		$134 Buy
+1
New +$136 ﹤0.01% 717

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

True Wealth Design's MIDD Position: Q2 2026 in Review

True Wealth Design increased its Middleby (MIDD) stake by 17% in Q2 2026, buying an estimated $3.92K and bringing the position to 175 shares worth $30.1K. The position accounts for 0.01% of the portfolio, ranked #673.

True Wealth Design first reported a position in MIDD in Q4 2022 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • True Wealth Design held 175 shares of Middleby worth $30.1K as of Q2 2026.
  • True Wealth Design bought 26 Middleby shares in Q2 2026, an estimated $3.92K.
  • Middleby made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #673 holding.
  • True Wealth Design first reported a position in Middleby in Q4 2022 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.