Fortitude Family Office’s The Marzetti Company MZTI Stock Holding History

Fortitude Family Office’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	$694	Buy	7 +3	+75%	+$327	﹤0.01%	2332
2026 Q2	$457	Sell	4 -53	-93%	-$6.37K	﹤0.01%	1995
2026 Q1	$7.88K	Buy	57 +9	+19%	+$1.43K	﹤0.01%	742
2025 Q4	$7.89K	Sell	48 -21	-30%	-$3.5K	﹤0.01%	660
2025 Q3	$11.9K	Buy	69 +9	+15%	+$1.61K	﹤0.01%	507
2025 Q2	$10.4K	Sell	60 -76	-56%	-$13.1K	﹤0.01%	541
2025 Q1	$23.8K	Sell	136 -4	-3%	-$721	0.01%	366
2024 Q4	$24.2K	Buy	140 +133	+1,900%	+$24.3K	0.01%	414
2024 Q3	$1.24K	Buy	+7	New	+$1.29K	﹤0.01%	1074

Other funds holding MZTI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's MZTI Position: Q3 2026 in Review

Fortitude Family Office increased its The Marzetti Company (MZTI) stake by 75% in Q3 2026, buying an estimated $327 and bringing the position to 7 shares worth $694. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Fortitude Family Office first reported a position in MZTI in Q3 2024 and has held it in 9 quarters since. The position peaked at $24.2K in Q4 2024. 20 funds tracked by Wall St. Rank hold MZTI as of Q3 2026.

Fortitude Family Office held 7 shares of The Marzetti Company worth $694 as of Q3 2026.
Fortitude Family Office bought 3 The Marzetti Company shares in Q3 2026, an estimated $327.
The Marzetti Company made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2332 holding.
Fortitude Family Office first reported a position in The Marzetti Company in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's The Marzetti Company position peaked at $24.2K in Q4 2024.
20 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.