Wealth Enhancement Advisory Services
MIDD icon

Wealth Enhancement Advisory Services’s Middleby MIDD Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.98M Buy
32,901
+21,911
+199% +$2.71M ﹤0.01% 1413
2026
Q2 		$1.49M Buy
10,990
+4,007
+57% +$604K ﹤0.01% 1785
2026
Q1 		$922K Sell
6,983
-549
-7% -$83.2K ﹤0.01% 1863
2025
Q4 		$1.18M Buy
7,532
+3,538
+89% +$464K ﹤0.01% 1835
2025
Q3 		$549K Buy
3,994
+205
+5% +$28.5K ﹤0.01% 2289
2025
Q2 		$563K Sell
3,789
-775
-17% -$109K ﹤0.01% 2139
2025
Q1 		$694K Buy
4,564
+415
+10% +$65.1K ﹤0.01% 1828
2024
Q4 		$562K Buy
4,149
+1,171
+39% +$161K ﹤0.01% 1906
2024
Q3 		$414K Buy
2,978
+26
+0.9% +$3.49K ﹤0.01% 1955
2024
Q2 		$362K Sell
2,952
-493
-14% -$66.9K ﹤0.01% 1850
2024
Q1 		$554K Buy
3,445
+46
+1% +$6.78K ﹤0.01% 1521
2023
Q4 		$500K Sell
3,399
-251
-7% -$31.9K ﹤0.01% 1505
2023
Q3 		$467K Buy
+3,650
New +$519K ﹤0.01% 1470

Other funds holding MIDD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
SG Capital Management
SG Capital Management Chicago, Illinois $1.42B AUM 34.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services's MIDD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Middleby (MIDD) stake by 199% in Q3 2026, buying an estimated $2.71M and bringing the position to 32,901 shares worth $2.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Wealth Enhancement Advisory Services first reported a position in MIDD in Q3 2023 and has held it in 13 quarters since. 245 funds tracked by Wall St. Rank hold MIDD as of Q3 2026.

  • Wealth Enhancement Advisory Services held 32,901 shares of Middleby worth $2.98M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 21,911 Middleby shares in Q3 2026, an estimated $2.71M.
  • Middleby made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1413 holding.
  • Wealth Enhancement Advisory Services first reported a position in Middleby in Q3 2023 and has held it in 13 quarters since.
  • 245 funds tracked by Wall St. Rank held Middleby as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.