HIA
MZTI

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HFM Investment Advisors's MZTI Position: Q1 2026 in Review

HFM Investment Advisors reduced its The Marzetti Company (MZTI) stake by 50% in Q1 2026, selling an estimated $159 and leaving 1 share worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

HFM Investment Advisors first reported a position in MZTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $346 in Q3 2025. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • HFM Investment Advisors held 1 share of The Marzetti Company worth $138 as of Q1 2026.
  • HFM Investment Advisors sold 1 The Marzetti Company share in Q1 2026, an estimated $159.
  • The Marzetti Company made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1075 holding.
  • HFM Investment Advisors first reported a position in The Marzetti Company in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's The Marzetti Company position peaked at $346 in Q3 2025.
  • 361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.