DWP
MZTI

Destiny Wealth Partners’s The Marzetti Company MZTI Stock Holding History

Destiny Wealth Partners’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
-59
Closed -$8.16K – 674
2026
Q1 		$8.16K Buy
+59
New +$9.39K ﹤0.01% 944
2023
Q2 		– Sell
-1,364
Closed -$277K – 185
2023
Q1 		$277K Sell
1,364
-155
-10% -$30.2K 0.06% 150
2022
Q4 		$300K Buy
+1,519
New +$289K 0.06% 156
2021
Q2 		– Sell
-196
Closed -$34K – 355
2021
Q1 		$34K Sell
196
-1,315
-87% -$236K 0.01% 322
2020
Q4 		$278K Buy
+1,511
New +$263K 0.06% 170

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

Destiny Wealth Partners's MZTI Position: Q2 2026 in Review

Destiny Wealth Partners sold out of The Marzetti Company (MZTI) in Q2 2026, closing a stake of 59 shares — an estimated $8.16K sold.

Destiny Wealth Partners first reported a position in MZTI in Q4 2020 and held it in 5 quarters. The position peaked at $300K in Q4 2022. 335 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Destiny Wealth Partners reported no remaining The Marzetti Company position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 59 The Marzetti Company shares in Q2 2026, an estimated $8.16K.
  • Destiny Wealth Partners first reported a position in The Marzetti Company in Q4 2020 and held it in 5 quarters.
  • Destiny Wealth Partners's The Marzetti Company position peaked at $300K in Q4 2022.
  • 335 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.