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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

Torren Management San Diego, California $197M AUM