BWA
MZTI

Basecamp Wealth Advisors’s The Marzetti Company MZTI Stock Holding History

Basecamp Wealth 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 		$23.2K Sell
203
-29
-13% -$3.49K ﹤0.01% 760
2026
Q1 		$32.1K Sell
232
-11
-5% -$1.75K 0.01% 668
2025
Q4 		$40K Buy
+243
New +$40.6K 0.01% 587

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Basecamp Wealth Advisors's MZTI Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its The Marzetti Company (MZTI) stake by 13% in Q2 2026, selling an estimated $3.49K and leaving 203 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Basecamp Wealth Advisors first reported a position in MZTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $40K in Q4 2025. 334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Basecamp Wealth Advisors held 203 shares of The Marzetti Company worth $23.2K as of Q2 2026.
  • Basecamp Wealth Advisors sold 29 The Marzetti Company shares in Q2 2026, an estimated $3.49K.
  • The Marzetti Company made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #760 holding.
  • Basecamp Wealth Advisors first reported a position in The Marzetti Company in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's The Marzetti Company position peaked at $40K in Q4 2025.
  • 334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

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