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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fortitude Family Office's MZTI Position: Q2 2026 in Review

Fortitude Family Office reduced its The Marzetti Company (MZTI) stake by 93% in Q2 2026, selling an estimated $6.37K and leaving 4 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

Fortitude Family Office first reported a position in MZTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.2K in Q4 2024. 334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

Fortitude Family Office held 4 shares of The Marzetti Company worth $457 as of Q2 2026.
Fortitude Family Office sold 53 The Marzetti Company shares in Q2 2026, an estimated $6.37K.
The Marzetti Company made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1995 holding.
Fortitude Family Office first reported a position in The Marzetti Company in Q3 2024 and has held it in 8 quarters since.
Fortitude Family Office's The Marzetti Company position peaked at $24.2K in Q4 2024.
334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.