Elevation Wealth Partners
MIDD icon

Elevation Wealth Partners’s Middleby MIDD Stock Holding History

Elevation Wealth Partners’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 		$49.7K Buy
480
+310
+182% +$38.3K 0.01% 392
2026
Q2 		$29.2K Buy
170
+144
+554% +$21.7K 0.01% 457
2026
Q1 		$3.45K Buy
26
+19
+271% +$2.88K ﹤0.01% 803
2025
Q4 		$1.04K Sell
7
-9
-56% -$1.18K ﹤0.01% 861
2025
Q3 		$2.13K Buy
+16
New +$2.22K ﹤0.01% 634

Other funds holding MIDD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Pacific Capital Partners
Pacific Capital Partners London $132M AUM 28.4% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Elevation Wealth Partners's MIDD Position: Q3 2026 in Review

Elevation Wealth Partners increased its Middleby (MIDD) stake by 182% in Q3 2026, buying an estimated $38.3K and bringing the position to 480 shares worth $49.7K. The position accounts for 0.01% of the portfolio, ranked #392.

Elevation Wealth Partners first reported a position in MIDD in Q3 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • Elevation Wealth Partners held 480 shares of Middleby worth $49.7K as of Q3 2026.
  • Elevation Wealth Partners bought 310 Middleby shares in Q3 2026, an estimated $38.3K.
  • Middleby made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #392 holding.
  • Elevation Wealth Partners first reported a position in Middleby in Q3 2025 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.