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Principia Wealth Advisory’s Middleby MIDD Stock Holding History

Principia Wealth Advisory’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
-1
Closed -$133 – 1035
2025
Q3 		$133 Sell
1
-2
-67% -$278 ﹤0.01% 911
2025
Q2 		$432 Buy
3
+2
+200% +$282 ﹤0.01% 769
2025
Q1 		$144 Hold
1
– – ﹤0.01% 797
2024
Q4 		$135 Buy
+1
New +$138 ﹤0.01% 756

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 $3.38T AUM 44.17% 1-Year Est. Return

Principia Wealth Advisory's MIDD Position: Q4 2025 in Review

Principia Wealth Advisory sold out of Middleby (MIDD) in Q4 2025, closing a stake of 1 share — an estimated $133 sold.

Principia Wealth Advisory first reported a position in MIDD in Q4 2024 and held it in 4 quarters. The position peaked at $432 in Q2 2025. 413 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Principia Wealth Advisory reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 1 Middleby share in Q4 2025, an estimated $133.
  • Principia Wealth Advisory first reported a position in Middleby in Q4 2024 and held it in 4 quarters.
  • Principia Wealth Advisory's Middleby position peaked at $432 in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.