HI
MZTI

Horizon Investments’s The Marzetti Company MZTI Stock Holding History

Horizon Investments’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 		$76.5K Sell
553
-9,248
-94% -$1.47M ﹤0.01% 1107
2025
Q4 		$1.61M Buy
9,801
+2,891
+42% +$482K 0.02% 525
2025
Q3 		$1.19M Buy
+6,910
New +$1.24M 0.02% 588
2023
Q3 		– Sell
-1
Closed -$201 – 818
2023
Q2 		$201 Buy
+1
New +$203 ﹤0.01% 765

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Horizon Investments's MZTI Position: Q1 2026 in Review

Horizon Investments reduced its The Marzetti Company (MZTI) stake by 94% in Q1 2026, selling an estimated $1.47M and leaving 553 shares worth $76.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

Horizon Investments first reported a position in MZTI in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.61M in Q4 2025. 362 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Horizon Investments held 553 shares of The Marzetti Company worth $76.5K as of Q1 2026.
  • Horizon Investments sold 9,248 The Marzetti Company shares in Q1 2026, an estimated $1.47M.
  • The Marzetti Company made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1107 holding.
  • Horizon Investments first reported a position in The Marzetti Company in Q2 2023 and has held it in 4 quarters since.
  • Horizon Investments's The Marzetti Company position peaked at $1.61M in Q4 2025.
  • 362 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.