Fifth Third Wealth Advisors’s The Marzetti Company MZTI Stock Holding History

Fifth Third Wealth Advisors’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	-2,310	Closed	-$320K	–	1009
2026 Q1	$320K	Sell	2,310 -1	-0%	-$159	0.01%	575
2025 Q4	$380K	Buy	2,311 +1	+0%	+$167	0.01%	478
2025 Q3	$399K	Sell	2,310 -300	-11%	-$53.8K	0.01%	453
2025 Q2	$451K	Sell	2,610 -77	-3%	-$13.3K	0.02%	394
2025 Q1	$470K	Sell	2,687 -298	-10%	-$53.7K	0.02%	348
2024 Q4	$517K	Sell	2,985 -500	-14%	-$91.5K	0.03%	319
2024 Q3	$615K	Buy	3,485 +5	+0.1%	+$920	0.04%	267
2024 Q2	$658K	Buy	+3,480	New	+$664K	0.05%	222

Other funds holding MZTI

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

YIH

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

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Fifth Third Wealth Advisors's MZTI Position: Q2 2026 in Review

Fifth Third Wealth Advisors sold out of The Marzetti Company (MZTI) in Q2 2026, closing a stake of 2,310 shares — an estimated $320K sold.

Fifth Third Wealth Advisors first reported a position in MZTI in Q2 2024 and held it in 8 quarters. The position peaked at $658K in Q2 2024. 33 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

Fifth Third Wealth Advisors reported no remaining The Marzetti Company position as of Q2 2026 after selling out during the quarter.
Fifth Third Wealth Advisors sold 2,310 The Marzetti Company shares in Q2 2026, an estimated $320K.
Fifth Third Wealth Advisors first reported a position in The Marzetti Company in Q2 2024 and held it in 8 quarters.
Fifth Third Wealth Advisors's The Marzetti Company position peaked at $658K in Q2 2024.
33 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.