Wellington Management Group
MIDD icon

Wellington Management Group’s Middleby MIDD Stock Holding History

Wellington Management 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
Q1 		$159M Sell
1,200,007
-107,809
-8% -$16.3M 0.03% 434
2025
Q4 		$194M Sell
1,307,816
-1,885,812
-59% -$248M 0.03% 393
2025
Q3 		$425M Sell
3,193,628
-15,680
-0.5% -$2.18M 0.07% 231
2025
Q2 		$462M Buy
3,209,308
+72,568
+2% +$10.2M 0.08% 205
2025
Q1 		$477M Sell
3,136,740
-860,892
-22% -$135M 0.09% 195
2024
Q4 		$541M Sell
3,997,632
-210,559
-5% -$29M 0.1% 176
2024
Q3 		$585M Sell
4,208,191
-101,523
-2% -$13.6M 0.1% 179
2024
Q2 		$528M Buy
4,309,714
+235,665
+6% +$32M 0.09% 201
2024
Q1 		$655M Buy
4,074,049
+106,589
+3% +$15.7M 0.12% 184
2023
Q4 		$584M Sell
3,967,460
-252,711
-6% -$32.1M 0.11% 191
2023
Q3 		$540M Buy
4,220,171
+981,562
+30% +$139M 0.11% 191
2023
Q2 		$479M Buy
3,238,609
+42,173
+1% +$5.95M 0.09% 222
2023
Q1 		$469M Sell
3,196,436
-881,386
-22% -$131M 0.09% 211
2022
Q4 		$546M Sell
4,077,822
-31,311
-0.8% -$4.26M 0.11% 186
2022
Q3 		$527M Buy
4,109,133
+149,574
+4% +$21M 0.11% 190
2022
Q2 		$496M Buy
3,959,559
+18,610
+0.5% +$2.69M 0.1% 195
2022
Q1 		$646M Sell
3,940,949
-439,595
-10% -$79.8M 0.11% 186
2021
Q4 		$862M Buy
4,380,544
+109,550
+3% +$20M 0.14% 158
2021
Q3 		$728M Sell
4,270,994
-84,297
-2% -$15.2M 0.12% 169
2021
Q2 		$755M Sell
4,355,291
-260,557
-6% -$44.4M 0.13% 173
2021
Q1 		$765M Buy
4,615,848
+2,887,364
+167% +$425M 0.13% 160
2020
Q4 		$223M Sell
1,728,484
-415,098
-19% -$50.1M 0.04% 388
2020
Q3 		$192M Buy
2,143,582
+211,967
+11% +$19.2M 0.04% 374
2020
Q2 		$152M Buy
1,931,615
+932,751
+93% +$60.4M 0.03% 418
2020
Q1 		$56.8M Buy
998,864
+898,534
+896% +$88.1M 0.02% 599
2019
Q4 		$11M Sell
100,330
-419,582
-81% -$48.1M ﹤0.01% 1144
2019
Q3 		$60.8M Sell
519,912
-67,934
-12% -$8.33M 0.01% 673
2019
Q2 		$79.8M Sell
587,846
-2,129,315
-78% -$286M 0.02% 624
2019
Q1 		$353M Sell
2,717,161
-204,255
-7% -$24.5M 0.08% 243
2018
Q4 		$300M Buy
2,921,416
+220,886
+8% +$25.1M 0.08% 260
2018
Q3 		$349M Buy
2,700,530
+99,687
+4% +$11.4M 0.07% 263
2018
Q2 		$272M Sell
2,600,843
-616,554
-19% -$69.8M 0.06% 307
2018
Q1 		$398M Buy
3,217,397
+291,696
+10% +$38.2M 0.09% 239
2017
Q4 		$395M Sell
2,925,701
-1,022,418
-26% -$125M 0.09% 238
2017
Q3 		$506M Sell
3,948,119
-461,635
-10% -$56.9M 0.12% 191
2017
Q2 		$536M Buy
4,409,754
+156,187
+4% +$20.6M 0.13% 178
2017
Q1 		$580M Sell
4,253,567
-705,613
-14% -$95.9M 0.14% 169
2016
Q4 		$639M Buy
4,959,180
+824,626
+20% +$104M 0.16% 147
2016
Q3 		$511M Sell
4,134,554
-463,883
-10% -$57M 0.13% 173
2016
Q2 		$530M Sell
4,598,437
-199,354
-4% -$22.9M 0.14% 161
2016
Q1 		$512M Buy
4,797,791
+2,117,133
+79% +$199M 0.13% 164
2015
Q4 		$289M Buy
2,680,658
+1,777,807
+197% +$198M 0.08% 244
2015
Q3 		$95M Buy
902,851
+281,247
+45% +$32.4M 0.03% 467
2015
Q2 		$69.8M Buy
621,604
+171,351
+38% +$18.3M 0.02% 616
2015
Q1 		$46.2M Buy
450,253
+202,537
+82% +$20.6M 0.01% 757
2014
Q4 		$24.5M Buy
+247,716
New +$22.6M 0.01% 974
2013
Q3 		– Sell
-12,600
Closed -$714K – 2212
2013
Q2 		$714K Buy
+12,600
New +$662K ﹤0.01% 1843

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group's MIDD Position: Q1 2026 in Review

Wellington Management Group reduced its Middleby (MIDD) stake by 8.2% in Q1 2026, selling an estimated $16.3M and leaving 1,200,007 shares worth $159M. The position accounts for 0.03% of the portfolio, ranked #434.

Wellington Management Group first reported a position in MIDD in Q2 2013 and has held it in 47 quarters since. The position peaked at $862M in Q4 2021. 415 funds tracked by Wall St. Rank hold MIDD as of Q1 2026.

  • Wellington Management Group held 1,200,007 shares of Middleby worth $159M as of Q1 2026.
  • Wellington Management Group sold 107,809 Middleby shares in Q1 2026, an estimated $16.3M.
  • Middleby made up 0.03% of Wellington Management Group's portfolio in Q1 2026, its #434 holding.
  • Wellington Management Group first reported a position in Middleby in Q2 2013 and has held it in 47 quarters since.
  • Wellington Management Group's Middleby position peaked at $862M in Q4 2021.
  • 415 funds tracked by Wall St. Rank held Middleby as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.