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iSAM Funds (UK)’s Middleby MIDD Stock Holding History

iSAM Funds (UK)’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
-4,126
Closed -$548K – 548
2025
Q3 		$548K Buy
+4,126
New +$573K 0.11% 258
2024
Q2 		– Sell
-3,681
Closed -$592K – 304
2024
Q1 		$592K Buy
+3,681
New +$542K 0.34% 106
2023
Q4 		– Sell
-4,190
Closed -$536K – 293
2023
Q3 		$536K Buy
+4,190
New +$595K 0.34% 103

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

iSAM Funds (UK)'s MIDD Position: Q4 2025 in Review

iSAM Funds (UK) sold out of Middleby (MIDD) in Q4 2025, closing a stake of 4,126 shares — an estimated $548K sold.

iSAM Funds (UK) first reported a position in MIDD in Q3 2023 and held it in 3 quarters. The position peaked at $592K in Q1 2024. 412 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • iSAM Funds (UK) reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • iSAM Funds (UK) sold 4,126 Middleby shares in Q4 2025, an estimated $548K.
  • iSAM Funds (UK) first reported a position in Middleby in Q3 2023 and held it in 3 quarters.
  • iSAM Funds (UK)'s Middleby position peaked at $592K in Q1 2024.
  • 412 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.