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Principal Securities’s Middleby MIDD Stock Holding History

Principal Securities’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
-735
Closed -$97.7K – 2661
2025
Q3 		$97.7K Buy
735
+208
+39% +$28.9K ﹤0.01% 1608
2025
Q2 		$75.9K Sell
527
-39
-7% -$5.5K ﹤0.01% 1656
2025
Q1 		$76.7K Hold
566
– – ﹤0.01% 1551
2024
Q4 		$76.7K Buy
566
+78
+16% +$10.8K ﹤0.01% 1548
2024
Q3 		$67.9K Buy
488
+346
+244% +$46.5K ﹤0.01% 1560
2024
Q2 		$17.4K Sell
142
-1,159
-89% -$157K ﹤0.01% 2124
2024
Q1 		$209K Buy
1,301
+41
+3% +$6.04K 0.01% 998
2023
Q4 		$185K Buy
+1,260
New +$160K 0.01% 952

Other funds holding MIDD

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Garden Investment Management Greenwich, Connecticut $586M AUM 15.35% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Securities's MIDD Position: Q4 2025 in Review

Principal Securities sold out of Middleby (MIDD) in Q4 2025, closing a stake of 735 shares — an estimated $97.7K sold.

Principal Securities first reported a position in MIDD in Q4 2023 and held it in 8 quarters. The position peaked at $209K in Q1 2024. 410 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Principal Securities reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 735 Middleby shares in Q4 2025, an estimated $97.7K.
  • Principal Securities first reported a position in Middleby in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Middleby position peaked at $209K in Q1 2024.
  • 410 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.