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 Q2	$748K	Buy	6,548 +5,522	+538%	+$664K	0.01%	472
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 $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

Ancora Advisors's MZTI Position: Q2 2026 in Review

Ancora Advisors increased its The Marzetti Company (MZTI) stake by 538% in Q2 2026, buying an estimated $664K and bringing the position to 6,548 shares worth $748K. The position accounts for 0.01% of the portfolio, ranked #472.

Ancora Advisors first reported a position in MZTI in Q4 2016 and has held it in 29 quarters since. 335 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

Ancora Advisors held 6,548 shares of The Marzetti Company worth $748K as of Q2 2026.
Ancora Advisors bought 5,522 The Marzetti Company shares in Q2 2026, an estimated $664K.
The Marzetti Company made up 0.01% of Ancora Advisors's portfolio in Q2 2026, its #472 holding.
Ancora Advisors first reported a position in The Marzetti Company in Q4 2016 and has held it in 29 quarters since.
335 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.