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Simon Quick Advisors’s Middleby MIDD Stock Holding History

Simon Quick 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
-5,071
Closed -$674K – 420
2025
Q3 		$674K Sell
5,071
-1,025
-17% -$142K 0.03% 234
2025
Q2 		$878K Sell
6,096
-670
-10% -$94.4K 0.04% 197
2025
Q1 		$1.03M Buy
6,766
+461
+7% +$72.3K 0.06% 169
2024
Q4 		$854K Sell
6,305
-47
-0.7% -$6.48K 0.05% 173
2024
Q3 		$884K Buy
6,352
+24
+0.4% +$3.22K 0.06% 169
2024
Q2 		$776K Buy
6,328
+3,246
+105% +$440K 0.05% 160
2024
Q1 		$496K Buy
3,082
+766
+33% +$113K 0.04% 205
2023
Q4 		$341K Sell
2,316
-37
-2% -$4.7K 0.03% 219
2023
Q3 		$301K Buy
2,353
+719
+44% +$102K 0.03% 234
2023
Q2 		$242K Sell
1,634
-451
-22% -$63.6K 0.02% 243
2023
Q1 		$306K Buy
+2,085
New +$310K 0.03% 205

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

Simon Quick Advisors's MIDD Position: Q4 2025 in Review

Simon Quick Advisors sold out of Middleby (MIDD) in Q4 2025, closing a stake of 5,071 shares — an estimated $674K sold.

Simon Quick Advisors first reported a position in MIDD in Q1 2023 and held it in 11 quarters. The position peaked at $1.03M in Q1 2025. 412 funds tracked by Wall St. Rank hold MIDD as of Q4 2025.

  • Simon Quick Advisors reported no remaining Middleby position as of Q4 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 5,071 Middleby shares in Q4 2025, an estimated $674K.
  • Simon Quick Advisors first reported a position in Middleby in Q1 2023 and held it in 11 quarters.
  • Simon Quick Advisors's Middleby position peaked at $1.03M in Q1 2025.
  • 412 funds tracked by Wall St. Rank held Middleby as of Q4 2025.

Based on Simon Quick Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.