Cetera Investment Advisers’s The Marzetti Company MZTI Stock Holding History

Cetera Investment Advisers’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	$517K	Buy	3,740 +1,460	+64%	+$232K	﹤0.01%	3480
2025 Q4	$375K	Sell	2,280 -23	-1%	-$3.84K	﹤0.01%	3692
2025 Q3	$398K	Buy	2,303 +943	+69%	+$169K	﹤0.01%	3568
2025 Q2	$235K	Buy	+1,360	New	+$235K	﹤0.01%	3601
2025 Q1	–	Sell	-1,914	Closed	-$331K	–	4030
2024 Q4	$331K	Sell	1,914 -391	-17%	-$71.6K	﹤0.01%	3027
2024 Q3	$407K	Buy	2,305 +296	+15%	+$54.5K	﹤0.01%	2833
2024 Q2	$380K	Sell	2,009 -572	-22%	-$109K	﹤0.01%	2816
2024 Q1	$536K	Buy	+2,581	New	+$491K	﹤0.01%	2553

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

Cetera Investment Advisers's MZTI Position: Q1 2026 in Review

Cetera Investment Advisers increased its The Marzetti Company (MZTI) stake by 64% in Q1 2026, buying an estimated $232K and bringing the position to 3,740 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #3480.

Cetera Investment Advisers first reported a position in MZTI in Q1 2024 and has held it in 8 quarters since. The position peaked at $536K in Q1 2024. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

Cetera Investment Advisers held 3,740 shares of The Marzetti Company worth $517K as of Q1 2026.
Cetera Investment Advisers bought 1,460 The Marzetti Company shares in Q1 2026, an estimated $232K.
The Marzetti Company made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3480 holding.
Cetera Investment Advisers first reported a position in The Marzetti Company in Q1 2024 and has held it in 8 quarters since.
Cetera Investment Advisers's The Marzetti Company position peaked at $536K in Q1 2024.
361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.