CAM
MZTI

Clarity Asset Management’s The Marzetti Company MZTI Stock Holding History

Clarity Asset Management’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
-396
Closed -$54.7K – 186
2026
Q1 		$54.7K Buy
396
+32
+9% +$5.09K 0.03% 126
2025
Q4 		$59.9K Buy
364
+2
+0.6% +$334 0.03% 88
2025
Q3 		$62.5K Buy
362
+2
+0.6% +$359 0.04% 87
2025
Q2 		$62.2K Buy
360
+20
+6% +$3.45K 0.04% 88
2025
Q1 		$59.5K Sell
340
-67
-16% -$12.1K 0.04% 77
2024
Q4 		$70.4K Buy
407
+6
+1% +$1.1K 0.05% 72
2024
Q3 		$70.7K Buy
401
+2
+0.5% +$368 0.05% 67
2024
Q2 		$75.3K Buy
399
+24
+6% +$4.58K 0.05% 61
2024
Q1 		$77.8K Sell
375
-46
-11% -$8.75K 0.05% 65
2023
Q4 		$70K Buy
+421
New +$70.7K 0.06% 63

Other funds holding MZTI

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
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
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return

Clarity Asset Management's MZTI Position: Q2 2026 in Review

Clarity Asset Management sold out of The Marzetti Company (MZTI) in Q2 2026, closing a stake of 396 shares — an estimated $54.7K sold.

Clarity Asset Management first reported a position in MZTI in Q4 2023 and held it in 10 quarters. The position peaked at $77.8K in Q1 2024. 58 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Clarity Asset Management reported no remaining The Marzetti Company position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 396 The Marzetti Company shares in Q2 2026, an estimated $54.7K.
  • Clarity Asset Management first reported a position in The Marzetti Company in Q4 2023 and held it in 10 quarters.
  • Clarity Asset Management's The Marzetti Company position peaked at $77.8K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.