Cambridge Investment Research Advisors’s The Marzetti Company MZTI Stock Holding History

Cambridge Investment Research 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	–	Sell	-17,892	Closed	-$2.48M	–	3978
2026 Q1	$2.48M	Buy	+17,892	New	+$2.85M	0.01%	1443
2025 Q1	–	Sell	-10,734	Closed	-$1.86M	–	3573
2024 Q4	$1.86M	Buy	+10,734	New	+$1.96M	0.01%	1409
2024 Q3	–	Sell	-14,473	Closed	-$2.73M	–	3484
2024 Q2	$2.73M	Buy	+14,473	New	+$2.76M	0.01%	1085

Other funds holding MZTI

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors's MZTI Position: Q2 2026 in Review

Cambridge Investment Research Advisors sold out of The Marzetti Company (MZTI) in Q2 2026, closing a stake of 17,892 shares — an estimated $2.48M sold.

Cambridge Investment Research Advisors first reported a position in MZTI in Q2 2024 and held it in 3 quarters. The position peaked at $2.73M in Q2 2024. 71 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

Cambridge Investment Research Advisors reported no remaining The Marzetti Company position as of Q2 2026 after selling out during the quarter.
Cambridge Investment Research Advisors sold 17,892 The Marzetti Company shares in Q2 2026, an estimated $2.48M.
Cambridge Investment Research Advisors first reported a position in The Marzetti Company in Q2 2024 and held it in 3 quarters.
Cambridge Investment Research Advisors's The Marzetti Company position peaked at $2.73M in Q2 2024.
71 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.