HIA
MZTI icon

HFM Investment Advisors’s The Marzetti Company MZTI Stock Holding History

HFM Investment Advisors’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 		$115 Hold
1
– – ﹤0.01% 1228
2026
Q1 		$138 Sell
1
-1
-50% -$159 ﹤0.01% 1075
2025
Q4 		$329 Hold
2
– – ﹤0.01% 856
2025
Q3 		$346 Hold
2
– – ﹤0.01% 808
2025
Q2 		$346 Buy
2
+1
+100% +$173 ﹤0.01% 795
2025
Q1 		$175 Buy
+1
New +$180 ﹤0.01% 673

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFM Investment Advisors's MZTI Position: Q2 2026 in Review

HFM Investment Advisors held its The Marzetti Company (MZTI) position steady in Q2 2026 at 1 share worth $115. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

HFM Investment Advisors first reported a position in MZTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $346 in Q3 2025. 335 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • HFM Investment Advisors held 1 share of The Marzetti Company worth $115 as of Q2 2026.
  • HFM Investment Advisors left its The Marzetti Company share count unchanged in Q2 2026.
  • The Marzetti Company made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1228 holding.
  • HFM Investment Advisors first reported a position in The Marzetti Company in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's The Marzetti Company position peaked at $346 in Q3 2025.
  • 335 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.