Wealth Preservation Advisors’s Middleby MIDD Stock Holding History

Wealth Preservation 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	-14	Closed	-$1.86K	–	591
2026 Q1	$1.86K	Buy	+14	New	+$2.12K	﹤0.01%	602

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Preservation Advisors's MIDD Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Middleby (MIDD) in Q2 2026, closing a stake of 14 shares — an estimated $1.86K sold.

Wealth Preservation Advisors first reported a position in MIDD in Q1 2026 and held it in 1 quarter. The position peaked at $1.86K in Q1 2026. 449 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

Wealth Preservation Advisors reported no remaining Middleby position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 14 Middleby shares in Q2 2026, an estimated $1.86K.
Wealth Preservation Advisors first reported a position in Middleby in Q1 2026 and held it in 1 quarter.
Wealth Preservation Advisors's Middleby position peaked at $1.86K in Q1 2026.
449 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.