Foguth Wealth Management
MZTI icon

Foguth Wealth Management’s The Marzetti Company MZTI Stock Holding History

Foguth Wealth Management’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
Q3 		$448K Buy
4,293
+76
+2% +$8.29K 0.05% 145
2026
Q2 		$465K Buy
4,217
+36
+0.9% +$4.33K 0.05% 130
2026
Q1 		$468K Buy
4,181
+30
+0.7% +$4.78K 0.05% 124
2025
Q4 		$683K Buy
+4,151
New +$693K 0.11% 86
2025
Q2 		$717K Hold
4,151
– – 0.15% 69
2025
Q1 		$726K Hold
4,151
– – 0.18% 66
2024
Q4 		$714K Hold
4,151
– – 0.19% 70
2024
Q3 		$750K Hold
4,151
– – 0.27% 58
2024
Q2 		$784K Hold
4,151
– – 0.35% 52
2024
Q1 		$862K Buy
+4,151
New +$790K 0.46% 49

Other funds holding MZTI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Foguth Wealth Management's MZTI Position: Q3 2026 in Review

Foguth Wealth Management increased its The Marzetti Company (MZTI) stake by 1.8% in Q3 2026, buying an estimated $8.29K and bringing the position to 4,293 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #145.

Foguth Wealth Management first reported a position in MZTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $862K in Q1 2024. 170 funds tracked by Wall St. Rank hold MZTI as of Q3 2026.

  • Foguth Wealth Management held 4,293 shares of The Marzetti Company worth $448K as of Q3 2026.
  • Foguth Wealth Management bought 76 The Marzetti Company shares in Q3 2026, an estimated $8.29K.
  • The Marzetti Company made up 0.05% of Foguth Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Foguth Wealth Management first reported a position in The Marzetti Company in Q1 2024 and has held it in 10 quarters since.
  • Foguth Wealth Management's The Marzetti Company position peaked at $862K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.