Root Financial Partners
MIDD icon

Root Financial Partners’s Middleby MIDD Stock Holding History

Root Financial 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 		$53.9K Buy
+520
New +$64.2K ﹤0.01% 1043
2026
Q2 		– Sell
-261
Closed -$34.6K – 2069
2026
Q1 		$34.6K Buy
261
+102
+64% +$15.5K ﹤0.01% 1037
2025
Q4 		$23.6K Buy
159
+13
+9% +$1.71K ﹤0.01% 1091
2025
Q3 		$19.4K Buy
+146
New +$20.3K ﹤0.01% 1135

Other funds holding MIDD

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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

Root Financial Partners's MIDD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Middleby (MIDD) in Q3 2026: 520 shares worth $53.9K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MIDD as recently as Q1 2026.

Root Financial Partners first reported a position in MIDD in Q3 2025 and has held it in 4 quarters since. 344 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • Root Financial Partners held 520 shares of Middleby worth $53.9K as of Q3 2026.
  • Middleby was a new Root Financial Partners position in Q3 2026.
  • Middleby made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1043 holding.
  • Root Financial Partners first reported a position in Middleby in Q3 2025 and has held it in 4 quarters since.
  • 344 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.