Aigen Investment Management’s The Marzetti Company MZTI Stock Holding History

Aigen Investment 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	–	Sell	-1,980	Closed	-$274K	–	695
2026 Q1	$274K	Buy	+1,980	New	+$315K	0.07%	350
2020 Q4	–	Sell	-1,500	Closed	-$268K	–	914
2020 Q3	$268K	Sell	1,500 -9,727	-87%	-$1.63M	0.03%	573
2020 Q2	$1.74M	Buy	11,227 +9,742	+656%	+$1.42M	0.22%	124
2020 Q1	$215K	Buy	+1,485	New	+$225K	0.03%	684

Other funds holding MZTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aigen Investment Management's MZTI Position: Q2 2026 in Review

Aigen Investment Management sold out of The Marzetti Company (MZTI) in Q2 2026, closing a stake of 1,980 shares — an estimated $274K sold.

Aigen Investment Management first reported a position in MZTI in Q1 2020 and held it in 4 quarters. The position peaked at $1.74M in Q2 2020. 334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

Aigen Investment Management reported no remaining The Marzetti Company position as of Q2 2026 after selling out during the quarter.
Aigen Investment Management sold 1,980 The Marzetti Company shares in Q2 2026, an estimated $274K.
Aigen Investment Management first reported a position in The Marzetti Company in Q1 2020 and held it in 4 quarters.
Aigen Investment Management's The Marzetti Company position peaked at $1.74M in Q2 2020.
334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.