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Twin Peaks Wealth Advisors’s Middleby MIDD Stock Holding History

Twin Peaks Wealth 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 		– Sell
-1
Closed -$133 – 1413
2026
Q1 		$133 Buy
+1
New +$152 ﹤0.01% 2221
2025
Q3 		– Sell
-62
Closed -$8.08K – 1338
2025
Q2 		$8.08K Buy
+62
New +$8.73K ﹤0.01% 1050

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

Twin Peaks Wealth Advisors's MIDD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Middleby (MIDD) in Q2 2026, closing a stake of 1 share — an estimated $133 sold.

Twin Peaks Wealth Advisors first reported a position in MIDD in Q2 2025 and held it in 2 quarters. The position peaked at $8.08K in Q2 2025. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Middleby position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 1 Middleby share in Q2 2026, an estimated $133.
  • Twin Peaks Wealth Advisors first reported a position in Middleby in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Middleby position peaked at $8.08K in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.