CA
MZTI

Clearstead Advisors’s The Marzetti Company MZTI Stock Holding History

Clearstead 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 		$33.9K Buy
297
+292
+5,840% +$35.1K ﹤0.01% 1615
2026
Q1 		$692 Sell
5
-53
-91% -$8.44K ﹤0.01% 2089
2025
Q4 		$9.54K Buy
58
+43
+287% +$7.18K ﹤0.01% 1892
2025
Q3 		$2.59K Hold
15
– – ﹤0.01% 2376
2025
Q2 		$2.59K Buy
15
+12
+400% +$2.07K ﹤0.01% 2270
2025
Q1 		$525 Sell
3
-22
-88% -$3.97K ﹤0.01% 2065
2024
Q4 		$4.33K Buy
+25
New +$4.58K ﹤0.01% 1741

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

Clearstead Advisors's MZTI Position: Q2 2026 in Review

Clearstead Advisors increased its The Marzetti Company (MZTI) stake by 5,840% in Q2 2026, buying an estimated $35.1K and bringing the position to 297 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1615.

Clearstead Advisors first reported a position in MZTI in Q4 2024 and has held it in 7 quarters since. 334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Clearstead Advisors held 297 shares of The Marzetti Company worth $33.9K as of Q2 2026.
  • Clearstead Advisors bought 292 The Marzetti Company shares in Q2 2026, an estimated $35.1K.
  • The Marzetti Company made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1615 holding.
  • Clearstead Advisors first reported a position in The Marzetti Company in Q4 2024 and has held it in 7 quarters since.
  • 334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.