EWP
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
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

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

Elevation Wealth Partners's MIDD Position: Q2 2026 in Review

Elevation Wealth Partners increased its Middleby (MIDD) stake by 554% in Q2 2026, buying an estimated $21.7K and bringing the position to 170 shares worth $29.2K. The position accounts for 0.01% of the portfolio, ranked #457.

Elevation Wealth Partners first reported a position in MIDD in Q3 2025 and has held it in 4 quarters since. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Elevation Wealth Partners held 170 shares of Middleby worth $29.2K as of Q2 2026.
  • Elevation Wealth Partners bought 144 Middleby shares in Q2 2026, an estimated $21.7K.
  • Middleby made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #457 holding.
  • Elevation Wealth Partners first reported a position in Middleby in Q3 2025 and has held it in 4 quarters since.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.