RMG Wealth Management
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
Q3 		$181K Hold
1,618
– – 0.02% 81
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

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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

RMG Wealth Management's MIDD Position: Q3 2026 in Review

RMG Wealth Management held its Middleby (MIDD) position steady in Q3 2026 at 1,618 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #81.

RMG Wealth Management first reported a position in MIDD in Q2 2025 and has held it in 6 quarters since. The position peaked at $253K in Q1 2026. 289 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • RMG Wealth Management held 1,618 shares of Middleby worth $181K as of Q3 2026.
  • RMG Wealth Management left its Middleby share count unchanged in Q3 2026.
  • Middleby made up 0.02% of RMG Wealth Management's portfolio in Q3 2026, its #81 holding.
  • RMG Wealth Management first reported a position in Middleby in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Middleby position peaked at $253K in Q1 2026.
  • 289 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.