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Congress Wealth Management’s The Marzetti Company MZTI Stock Holding History

Congress Wealth 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
2025
Q2 		$813K Buy
4,705
+2,352
+100% +$406K 0.01% 762
2025
Q1 		$412K Buy
2,353
+1
+0% +$180 ﹤0.01% 867
2024
Q4 		$407K Sell
2,352
-2,352
-50% -$430K 0.01% 688
2024
Q3 		$831K Buy
4,704
+2,352
+100% +$433K 0.01% 546
2024
Q2 		$444K Buy
+2,352
New +$449K 0.01% 550

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Congress Wealth Management's MZTI Position: Q2 2025 in Review

Congress Wealth Management increased its The Marzetti Company (MZTI) stake by 100% in Q2 2025, buying an estimated $406K and bringing the position to 4,705 shares worth $813K. The position accounts for 0.01% of the portfolio, ranked #762.

Congress Wealth Management first reported a position in MZTI in Q2 2024 and has held it in 5 quarters since. The position peaked at $831K in Q3 2024. 322 funds tracked by Wall St. Rank hold MZTI as of Q2 2025.

  • Congress Wealth Management held 4,705 shares of The Marzetti Company worth $813K as of Q2 2025.
  • Congress Wealth Management bought 2,352 The Marzetti Company shares in Q2 2025, an estimated $406K.
  • The Marzetti Company made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #762 holding.
  • Congress Wealth Management first reported a position in The Marzetti Company in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's The Marzetti Company position peaked at $831K in Q3 2024.
  • 322 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.