EI
MIDD icon

Ethic Inc’s Middleby MIDD Stock Holding History

Ethic Inc’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
2025
Q4 		– Sell
-2,277
Closed -$303K – 1255
2025
Q3 		$303K Sell
2,277
-5,718
-72% -$794K 0.01% 998
2025
Q2 		$1.16M Sell
7,995
-199
-2% -$28K 0.02% 574
2025
Q1 		$1.25M Buy
8,194
+740
+10% +$116K 0.03% 544
2024
Q4 		$1.01M Sell
7,454
-726
-9% -$100K 0.02% 598
2024
Q3 		$1.32M Buy
8,180
+42
+0.5% +$5.64K 0.03% 494
2024
Q2 		$998K Sell
8,138
-42
-0.5% -$5.7K 0.02% 563
2024
Q1 		$1.32M Buy
8,180
+2,235
+38% +$329K 0.03% 496
2023
Q4 		$875K Buy
5,945
+2,912
+96% +$370K 0.03% 573
2023
Q3 		$388K Sell
3,033
-912
-23% -$130K 0.01% 751
2023
Q2 		$583K Buy
3,945
+271
+7% +$38.2K 0.02% 603
2023
Q1 		$539K Buy
3,674
+2,043
+125% +$304K 0.02% 632
2022
Q4 		$218K Buy
+1,631
New +$222K 0.01% 807

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ethic Inc's MIDD Position: Q4 2025 in Review

Ethic Inc sold out of Middleby (MIDD) in Q4 2025, closing a stake of 2,277 shares — an estimated $303K sold.

Ethic Inc first reported a position in MIDD in Q4 2022 and held it in 12 quarters. The position peaked at $1.32M in Q3 2024. 412 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Ethic Inc reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Ethic Inc sold 2,277 Middleby shares in Q4 2025, an estimated $303K.
  • Ethic Inc first reported a position in Middleby in Q4 2022 and held it in 12 quarters.
  • Ethic Inc's Middleby position peaked at $1.32M in Q3 2024.
  • 412 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Ethic Inc's 13F filing for Q4 2025, filed 3 Feb 2026.