DiNuzzo Private Wealth’s The Marzetti Company MZTI Stock Holding History

DiNuzzo Private Wealth’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	$229	Sell	2 -3	-60%	-$361	﹤0.01%	1238
2026 Q1	$692	Hold	5	–	–	﹤0.01%	989
2025 Q4	$823	Sell	5 -1	-17%	-$167	﹤0.01%	930
2025 Q3	$1.1K	Hold	6	–	–	﹤0.01%	843
2025 Q2	$1.04K	Hold	6	–	–	﹤0.01%	842
2025 Q1	$1.05K	Hold	6	–	–	﹤0.01%	804
2024 Q4	$1.04K	Hold	6	–	–	﹤0.01%	834
2024 Q3	$1.06K	Hold	6	–	–	﹤0.01%	831
2024 Q2	$1.13K	Buy	6 +1	+20%	+$191	﹤0.01%	743
2024 Q1	$1.04K	Hold	5	–	–	﹤0.01%	719
2023 Q4	$832	Buy	+5	New	+$840	﹤0.01%	779

Other funds holding MZTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DiNuzzo Private Wealth's MZTI Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its The Marzetti Company (MZTI) stake by 60% in Q2 2026, selling an estimated $361 and leaving 2 shares worth $229. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

DiNuzzo Private Wealth first reported a position in MZTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13K in Q2 2024. 334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

DiNuzzo Private Wealth held 2 shares of The Marzetti Company worth $229 as of Q2 2026.
DiNuzzo Private Wealth sold 3 The Marzetti Company shares in Q2 2026, an estimated $361.
The Marzetti Company made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1238 holding.
DiNuzzo Private Wealth first reported a position in The Marzetti Company in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's The Marzetti Company position peaked at $1.13K in Q2 2024.
334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.