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 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 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

Destiny Wealth Partners's MZTI Position: Q1 2026 in Review

Destiny Wealth Partners opened a new position in The Marzetti Company (MZTI) in Q1 2026: 59 shares worth $8.16K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Destiny Wealth Partners previously reported a position in MZTI as recently as Q1 2023.

Destiny Wealth Partners first reported a position in MZTI in Q4 2020 and has held it in 5 quarters since. The position peaked at $300K in Q4 2022. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

Destiny Wealth Partners held 59 shares of The Marzetti Company worth $8.16K as of Q1 2026.
The Marzetti Company was a new Destiny Wealth Partners position in Q1 2026.
The Marzetti Company made up ﹤0.01% of Destiny Wealth Partners's portfolio in Q1 2026, its #944 holding.
Destiny Wealth Partners first reported a position in The Marzetti Company in Q4 2020 and has held it in 5 quarters since.
Destiny Wealth Partners's The Marzetti Company position peaked at $300K in Q4 2022.
361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Destiny Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.