WIS
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Wright Investors Service’s Middleby MIDD Stock Holding History

Wright Investors Service’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 		$749K Sell
4,355
-39
-0.9% -$5.88K 0.2% 98
2026
Q1 		$583K Sell
4,394
-126
-3% -$19.1K 0.18% 109
2025
Q4 		$672K Buy
+4,520
New +$593K 0.2% 97

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

Wright Investors Service's MIDD Position: Q2 2026 in Review

Wright Investors Service reduced its Middleby (MIDD) stake by 0.89% in Q2 2026, selling an estimated $5.88K and leaving 4,355 shares worth $749K. The position accounts for 0.2% of the portfolio, ranked #98.

Wright Investors Service first reported a position in MIDD in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Wright Investors Service held 4,355 shares of Middleby worth $749K as of Q2 2026.
  • Wright Investors Service sold 39 Middleby shares in Q2 2026, an estimated $5.88K.
  • Middleby made up 0.2% of Wright Investors Service's portfolio in Q2 2026, its #98 holding.
  • Wright Investors Service first reported a position in Middleby in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Wright Investors Service's 13F filing for Q2 2026, filed 5 Aug 2026.