Back to MIDD

HB Wealth Management, LLC → MIDD

HB Wealth Management, LLC MIDD Position History

The Middleby Corporation • Industrials

Quarters held
3
Latest value
$547K
Q3 2026
Peak value
$547K
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$255K
Q2 2026$325K
Q3 2026$547K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$547K5.3K——
Q2 2026$325K1.9K——
Q1 2026$255K1.9K——

Other funds holding MIDD

Other HB Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$3.2B
VGES

VANGUARD INDEX FDS

$3.1B
VGES

VANGUARD INDEX FDS

$2.8B
VGES

VANGUARD INDEX FDS

$2.7B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.4B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B
BX

VANGUARD SPECIALIZED FUNDS

$1.2B