RMR Wealth Builders’s Middleby MIDD Stock Holding History

RMR Wealth Builders’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	$493K	Hold	2,867	–	–	0.03%	195
2026 Q1	$380K	Hold	2,867	–	–	0.03%	206
2025 Q4	$426K	Hold	2,867	–	–	0.03%	192
2025 Q3	$381K	Hold	2,867	–	–	0.03%	202
2025 Q2	$413K	Hold	2,867	–	–	0.04%	182
2025 Q1	$436K	Hold	2,867	–	–	0.05%	164
2024 Q4	$388K	Hold	2,867	–	–	0.04%	179
2024 Q3	$399K	Hold	2,867	–	–	0.04%	180
2024 Q2	$352K	Hold	2,867	–	–	0.04%	182
2024 Q1	$461K	Hold	2,867	–	–	0.06%	158
2023 Q4	$422K	Hold	2,867	–	–	0.06%	161
2023 Q3	$367K	Hold	2,867	–	–	0.06%	163
2023 Q2	$424K	Hold	2,867	–	–	0.07%	133
2023 Q1	$420K	Hold	2,867	–	–	0.08%	124
2022 Q4	$384K	Hold	2,867	–	–	0.09%	121
2022 Q3	$367K	Buy	+2,867	New	+$402K	0.09%	122
2022 Q2	–	Sell	-1,409	Closed	-$231K	–	206
2022 Q1	$231K	Buy	+1,409	New	+$256K	0.05%	185
2021 Q4	–	Sell	-1,409	Closed	-$240K	–	174
2021 Q3	$240K	Hold	1,409	–	–	0.07%	164
2021 Q2	$244K	Hold	1,409	–	–	0.08%	152
2021 Q1	$234K	Hold	1,409	–	–	0.06%	168
2020 Q4	$182K	Buy	+1,409	New	+$170K	0.09%	159
2020 Q3	–	Sell	-1,409	Closed	-$111K	–	370
2020 Q2	$111K	Buy	+1,409	New	+$91.3K	0.1%	161
2019 Q4	$154K	Buy	+1,409	New	+$162K	0.15%	134

Other funds holding MIDD

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RMR Wealth Builders's MIDD Position: Q2 2026 in Review

RMR Wealth Builders held its Middleby (MIDD) position steady in Q2 2026 at 2,867 shares worth $493K. The position accounts for 0.03% of the portfolio, ranked #195.

RMR Wealth Builders first reported a position in MIDD in Q4 2019 and has held it in 23 quarters since. 451 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

RMR Wealth Builders held 2,867 shares of Middleby worth $493K as of Q2 2026.
RMR Wealth Builders left its Middleby share count unchanged in Q2 2026.
Middleby made up 0.03% of RMR Wealth Builders's portfolio in Q2 2026, its #195 holding.
RMR Wealth Builders first reported a position in Middleby in Q4 2019 and has held it in 23 quarters since.
451 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.