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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
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
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
GIM
Garden Investment Management
Greenwich, Connecticut
$586M AUM
15.35%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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