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Rise Advisors’s Middleby MIDD Stock Holding History

Rise Advisors’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
-117
Closed -$15.6K – 911
2025
Q3 		$15.6K Hold
117
– – 0.01% 726
2025
Q2 		$16.8K Hold
117
– – 0.01% 641
2025
Q1 		$17.8K Sell
117
-36
-24% -$5.65K 0.01% 571
2024
Q4 		$20.7K Hold
153
– – 0.01% 631
2024
Q3 		$21.3K Hold
153
– – 0.01% 642
2024
Q2 		$18.8K Hold
153
– – 0.01% 672
2024
Q1 		$24.6K Buy
+153
New +$22.5K 0.01% 503

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

Rise Advisors's MIDD Position: Q4 2025 in Review

Rise Advisors sold out of Middleby (MIDD) in Q4 2025, closing a stake of 117 shares — an estimated $15.6K sold.

Rise Advisors first reported a position in MIDD in Q1 2024 and held it in 7 quarters. The position peaked at $24.6K in Q1 2024. 413 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Rise Advisors reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 117 Middleby shares in Q4 2025, an estimated $15.6K.
  • Rise Advisors first reported a position in Middleby in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Middleby position peaked at $24.6K in Q1 2024.
  • 413 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.