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Uptown Financial Advisors’s Middleby MIDD Stock Holding History

Uptown Financial 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 		$206K Buy
+1,200
New +$181K 0.14% 80

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 $3.38T AUM 44.17% 1-Year Est. Return

Uptown Financial Advisors's MIDD Position: Q2 2026 in Review

Uptown Financial Advisors opened a new position in Middleby (MIDD) in Q2 2026: 1,200 shares worth $206K. The stake represents 0.14% of the portfolio and ranks #80 among its holdings.

452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Uptown Financial Advisors held 1,200 shares of Middleby worth $206K as of Q2 2026.
  • Middleby was a new Uptown Financial Advisors position in Q2 2026.
  • Middleby made up 0.14% of Uptown Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.