Activest Wealth Management
MZTI icon

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
Q3 		– Sell
-74
Closed -$8.45K – 1226
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Activest Wealth Management's MZTI Position: Q3 2026 in Review

Activest Wealth Management sold out of The Marzetti Company (MZTI) in Q3 2026, closing a stake of 74 shares — an estimated $8.45K sold.

Activest Wealth Management first reported a position in MZTI in Q1 2026 and held it in 2 quarters. The position peaked at $8.45K in Q2 2026. 255 funds tracked by Wall St. Rank hold MZTI as of Q3 2026.

  • Activest Wealth Management reported no remaining The Marzetti Company position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 74 The Marzetti Company shares in Q3 2026, an estimated $8.45K.
  • Activest Wealth Management first reported a position in The Marzetti Company in Q1 2026 and held it in 2 quarters.
  • Activest Wealth Management's The Marzetti Company position peaked at $8.45K in Q2 2026.
  • 255 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.