AWM
MZTI

Activest Wealth Management’s The Marzetti Company MZTI Stock Holding History

Activest Wealth Management’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.45K Buy
74
+64
+640% +$7.7K ﹤0.01% 609
2026
Q1 		$1.38K Buy
+10
New +$1.59K ﹤0.01% 993

Other funds holding MZTI

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Activest Wealth Management's MZTI Position: Q2 2026 in Review

Activest Wealth Management increased its The Marzetti Company (MZTI) stake by 640% in Q2 2026, buying an estimated $7.7K and bringing the position to 74 shares worth $8.45K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Activest Wealth Management first reported a position in MZTI in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Activest Wealth Management held 74 shares of The Marzetti Company worth $8.45K as of Q2 2026.
  • Activest Wealth Management bought 64 The Marzetti Company shares in Q2 2026, an estimated $7.7K.
  • The Marzetti Company made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Activest Wealth Management first reported a position in The Marzetti Company in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.