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Global Financial Private Client’s The Marzetti Company MZTI Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-5
Closed -$875 – 965
2025
Q1 		$875 Buy
5
+4
+400% +$721 ﹤0.01% 1103
2024
Q4 		$173 Buy
+1
New +$183 ﹤0.01% 1326

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Global Financial Private Client's MZTI Position: Q2 2025 in Review

Global Financial Private Client sold out of The Marzetti Company (MZTI) in Q2 2025, closing a stake of 5 shares — an estimated $875 sold.

Global Financial Private Client first reported a position in MZTI in Q4 2024 and held it in 2 quarters. The position peaked at $875 in Q1 2025. 322 funds tracked by Wall St. Rank hold MZTI as of Q2 2025.

  • Global Financial Private Client reported no remaining The Marzetti Company position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 The Marzetti Company shares in Q2 2025, an estimated $875.
  • Global Financial Private Client first reported a position in The Marzetti Company in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's The Marzetti Company position peaked at $875 in Q1 2025.
  • 322 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.