RWM
MIDD icon

RMG Wealth Management’s Middleby MIDD Stock Holding History

RMG Wealth Management’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 		$192K Hold
1,618
– – 0.02% 77
2026
Q1 		$253K Hold
1,618
– – 0.03% 62
2025
Q4 		$246K Hold
1,618
– – 0.03% 54
2025
Q3 		$218K Hold
1,618
– – 0.03% 55
2025
Q2 		$237K Buy
+1,618
New +$228K 0.04% 53

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

RMG Wealth Management's MIDD Position: Q2 2026 in Review

RMG Wealth Management held its Middleby (MIDD) position steady in Q2 2026 at 1,618 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #77.

RMG Wealth Management first reported a position in MIDD in Q2 2025 and has held it in 5 quarters since. The position peaked at $253K in Q1 2026. 453 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • RMG Wealth Management held 1,618 shares of Middleby worth $192K as of Q2 2026.
  • RMG Wealth Management left its Middleby share count unchanged in Q2 2026.
  • Middleby made up 0.02% of RMG Wealth Management's portfolio in Q2 2026, its #77 holding.
  • RMG Wealth Management first reported a position in Middleby in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's Middleby position peaked at $253K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.