Aaron Wealth Advisors
MIDD icon

Aaron Wealth Advisors’s Middleby MIDD Stock Holding History

Aaron Wealth 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
Q3 		$492K Buy
4,751
+1,155
+32% +$143K 0.02% 450
2026
Q2 		$619K Buy
+3,596
New +$542K 0.03% 367
2025
Q4 		– Sell
-8,761
Closed -$1.16M – 700
2025
Q3 		$1.16M Buy
+8,761
New +$1.22M 0.07% 199

Other funds holding MIDD

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
PIM
Pullen Investment Management Bradenton, Florida $209M AUM 23.91% 1-Year Est. Return

Aaron Wealth Advisors's MIDD Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Middleby (MIDD) stake by 32% in Q3 2026, buying an estimated $143K and bringing the position to 4,751 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #450.

Aaron Wealth Advisors first reported a position in MIDD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.16M in Q3 2025. 76 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • Aaron Wealth Advisors held 4,751 shares of Middleby worth $492K as of Q3 2026.
  • Aaron Wealth Advisors bought 1,155 Middleby shares in Q3 2026, an estimated $143K.
  • Middleby made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #450 holding.
  • Aaron Wealth Advisors first reported a position in Middleby in Q3 2025 and has held it in 3 quarters since.
  • Aaron Wealth Advisors's Middleby position peaked at $1.16M in Q3 2025.
  • 76 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.