SPL
MIDD icon

Superior Planning, LLC’s Middleby MIDD Stock Holding History

Superior Planning, LLC’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
Q3 		$414 Buy
+4
New +$494 ﹤0.01% 1924

Other funds holding MIDD

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return

Superior Planning, LLC's MIDD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Middleby (MIDD) in Q3 2026: 4 shares worth $414. The stake represents ﹤0.01% of the portfolio and ranks #1924 among its holdings.

281 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • Superior Planning, LLC held 4 shares of Middleby worth $414 as of Q3 2026.
  • Middleby was a new Superior Planning, LLC position in Q3 2026.
  • Middleby made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1924 holding.
  • 281 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.