VAG
MIDD icon

VisionPoint Advisory Group’s Middleby MIDD Stock Holding History

VisionPoint Advisory Group’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 		$490K Sell
2,846
-11,572
-80% -$1.74M 0.08% 263
2026
Q1 		$1.91M Sell
14,418
-585
-4% -$88.7K 0.36% 68
2025
Q4 		$2.23M Buy
15,003
+2,415
+19% +$317K 0.43% 66
2025
Q3 		$1.67M Buy
+12,588
New +$1.75M 0.33% 83

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

VisionPoint Advisory Group's MIDD Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Middleby (MIDD) stake by 80% in Q2 2026, selling an estimated $1.74M and leaving 2,846 shares worth $490K. The position accounts for 0.08% of the portfolio, ranked #263.

VisionPoint Advisory Group first reported a position in MIDD in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.23M in Q4 2025. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • VisionPoint Advisory Group held 2,846 shares of Middleby worth $490K as of Q2 2026.
  • VisionPoint Advisory Group sold 11,572 Middleby shares in Q2 2026, an estimated $1.74M.
  • Middleby made up 0.08% of VisionPoint Advisory Group's portfolio in Q2 2026, its #263 holding.
  • VisionPoint Advisory Group first reported a position in Middleby in Q3 2025 and has held it in 4 quarters since.
  • VisionPoint Advisory Group's Middleby position peaked at $2.23M in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.