FWM
MZTI

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
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

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VCM
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AQR Capital Management
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First Trust Advisors
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Charles Schwab
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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
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