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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services's MIDD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Middleby (MIDD) stake by 57% in Q2 2026, buying an estimated $604K and bringing the position to 10,990 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Wealth Enhancement Advisory Services first reported a position in MIDD in Q3 2023 and has held it in 12 quarters since. 452 funds tracked by Wall St. Rank hold MIDD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,990 shares of Middleby worth $1.49M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,007 Middleby shares in Q2 2026, an estimated $604K.
  • Middleby made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1785 holding.
  • Wealth Enhancement Advisory Services first reported a position in Middleby in Q3 2023 and has held it in 12 quarters since.
  • 452 funds tracked by Wall St. Rank held Middleby as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.