Atria Investments’s The Marzetti Company MZTI Stock Holding History

Atria Investments’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	$226K	Buy	1,637 +278	+20%	+$44.2K	﹤0.01%	1917
2025 Q4	$223K	Sell	1,359 -113	-8%	-$18.9K	﹤0.01%	1914
2025 Q3	$254K	Sell	1,472 -542	-27%	-$97.2K	﹤0.01%	1811
2025 Q2	$348K	Sell	2,014 -2,343	-54%	-$404K	﹤0.01%	1628
2025 Q1	$762K	Buy	4,357 +275	+7%	+$49.6K	0.01%	1124
2024 Q4	$707K	Buy	4,082 +22	+0.5%	+$4.03K	0.01%	1153
2024 Q3	$717K	Buy	4,060 +98	+2%	+$18K	0.01%	1145
2024 Q2	$749K	Buy	+3,962	New	+$756K	0.01%	1094

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

Atria Investments's MZTI Position: Q1 2026 in Review

Atria Investments increased its The Marzetti Company (MZTI) stake by 20% in Q1 2026, buying an estimated $44.2K and bringing the position to 1,637 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Atria Investments first reported a position in MZTI in Q2 2024 and has held it in 8 quarters since. The position peaked at $762K in Q1 2025. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

Atria Investments held 1,637 shares of The Marzetti Company worth $226K as of Q1 2026.
Atria Investments bought 278 The Marzetti Company shares in Q1 2026, an estimated $44.2K.
The Marzetti Company made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1917 holding.
Atria Investments first reported a position in The Marzetti Company in Q2 2024 and has held it in 8 quarters since.
Atria Investments's The Marzetti Company position peaked at $762K in Q1 2025.
361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.