Ancora Advisors’s The Marzetti Company MZTI Stock Holding History

Ancora Advisors’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 Q1	$142K	Sell	1,026 -3,260	-76%	-$519K	﹤0.01%	809
2025 Q4	$705K	Buy	4,286 +4,260	+16,385%	+$711K	0.01%	465
2025 Q3	$4.49K	Sell	26 -933	-97%	-$167K	﹤0.01%	1518
2025 Q2	$166K	Buy	959 +26	+3%	+$4.49K	﹤0.01%	765
2025 Q1	$163K	Hold	933	–	–	﹤0.01%	761
2024 Q4	$162K	Hold	933	–	–	﹤0.01%	763
2024 Q3	$165K	Hold	933	–	–	﹤0.01%	729
2024 Q2	$176K	Hold	933	–	–	﹤0.01%	693
2024 Q1	$194K	Hold	933	–	–	﹤0.01%	682
2023 Q4	$155K	Hold	933	–	–	﹤0.01%	719
2023 Q3	$154K	Hold	933	–	–	﹤0.01%	714
2023 Q2	$188K	Hold	933	–	–	﹤0.01%	667
2023 Q1	$189K	Hold	933	–	–	0.01%	656
2022 Q4	$184K	Hold	933	–	–	0.01%	692
2022 Q3	$140K	Hold	933	–	–	﹤0.01%	822
2022 Q2	$120K	Hold	933	–	–	﹤0.01%	908
2022 Q1	$139K	Hold	933	–	–	﹤0.01%	920
2021 Q4	$155K	Hold	933	–	–	﹤0.01%	888
2021 Q3	$157K	Sell	933 -25	-3%	-$4.62K	﹤0.01%	848
2021 Q2	$185K	Buy	958 +25	+3%	+$4.69K	﹤0.01%	766
2021 Q1	$164K	Hold	933	–	–	﹤0.01%	751
2020 Q4	$171K	Hold	933	–	–	0.01%	653
2020 Q3	$167K	Hold	933	–	–	0.01%	628
2020 Q2	$145K	Hold	933	–	–	0.01%	643
2020 Q1	$135K	Hold	933	–	–	0.01%	720
2019 Q4	$149K	Buy	+933	New	+$140K	0.01%	708
2018 Q4	–	Sell	-933	Closed	-$139K	–	945
2018 Q3	$139K	Buy	+933	New	+$139K	0.01%	696
2017 Q1	–	Sell	-933	Closed	-$132K	–	875
2016 Q4	$132K	Buy	+933	New	+$126K	0.01%	618

Other funds holding MZTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ancora Advisors's MZTI Position: Q1 2026 in Review

Ancora Advisors reduced its The Marzetti Company (MZTI) stake by 76% in Q1 2026, selling an estimated $519K and leaving 1,026 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Ancora Advisors first reported a position in MZTI in Q4 2016 and has held it in 28 quarters since. The position peaked at $705K in Q4 2025. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

Ancora Advisors held 1,026 shares of The Marzetti Company worth $142K as of Q1 2026.
Ancora Advisors sold 3,260 The Marzetti Company shares in Q1 2026, an estimated $519K.
The Marzetti Company made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #809 holding.
Ancora Advisors first reported a position in The Marzetti Company in Q4 2016 and has held it in 28 quarters since.
Ancora Advisors's The Marzetti Company position peaked at $705K in Q4 2025.
361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.