IA
MZTI

IFP Advisors’s The Marzetti Company MZTI Stock Holding History

IFP 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 		$27.6K Buy
242
+215
+796% +$25.9K ﹤0.01% 2761
2026
Q1 		$3.73K Sell
27
-71
-72% -$11.3K ﹤0.01% 3695
2025
Q4 		$16.1K Buy
98
+52
+113% +$8.68K ﹤0.01% 2830
2025
Q3 		$7.95K Buy
46
+2
+5% +$359 ﹤0.01% 3022
2025
Q2 		$8.29K Buy
+44
New +$7.59K ﹤0.01% 3033
2025
Q1 		– Hold
0
– – – 3701
2024
Q4 		– Hold
0
– – – 3813
2024
Q3 		– Sell
-6
Closed -$1.13K – 3386
2024
Q2 		$1.13K Hold
6
– – ﹤0.01% 2960
2024
Q1 		$1.25K Buy
+6
New +$1.14K ﹤0.01% 2802
2023
Q4 		– Sell
-68
Closed -$11.2K – 3210
2023
Q3 		$11.2K Sell
68
-22
-24% -$3.96K ﹤0.01% 2207
2023
Q2 		$18.1K Buy
+90
New +$18.3K ﹤0.01% 2056
2023
Q1 		– Sell
-39
Closed -$5K – 3978
2022
Q4 		$5K Sell
39
-8
-17% -$1.52K ﹤0.01% 3789
2022
Q3 		$6K Buy
+47
New +$6.98K ﹤0.01% 3944
2019
Q1 		$4K Buy
27
+25
+1,250% +$4.02K ﹤0.01% 1935
2018
Q4 		$0 Buy
+2
New +$340 ﹤0.01% 3719
2018
Q3 		– Sell
-7
Closed -$1K – 3926
2018
Q2 		$1K Buy
+7
New +$897 ﹤0.01% 3739
2017
Q4 		– Sell
-35
Closed -$4K – 3964
2017
Q3 		$4K Sell
35
-140
-80% -$16.9K ﹤0.01% 3515
2017
Q2 		$21K Sell
175
-176
-50% -$22.1K ﹤0.01% 2554
2017
Q1 		$45K Buy
351
+160
+84% +$21.5K ﹤0.01% 1991
2016
Q4 		$27K Buy
191
+81
+74% +$11K ﹤0.01% 2269
2016
Q3 		$15K Buy
110
+94
+588% +$12.3K ﹤0.01% 2593
2016
Q2 		$2K Sell
16
-11
-41% -$1.3K ﹤0.01% 3471
2016
Q1 		$4K Buy
+27
New +$2.9K ﹤0.01% 1933

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 $3.37T AUM 44.26% 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

IFP Advisors's MZTI Position: Q2 2026 in Review

IFP Advisors increased its The Marzetti Company (MZTI) stake by 796% in Q2 2026, buying an estimated $25.9K and bringing the position to 242 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

IFP Advisors first reported a position in MZTI in Q1 2016 and has held it in 21 quarters since. The position peaked at $45K in Q1 2017. 334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • IFP Advisors held 242 shares of The Marzetti Company worth $27.6K as of Q2 2026.
  • IFP Advisors bought 215 The Marzetti Company shares in Q2 2026, an estimated $25.9K.
  • The Marzetti Company made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2761 holding.
  • IFP Advisors first reported a position in The Marzetti Company in Q1 2016 and has held it in 21 quarters since.
  • IFP Advisors's The Marzetti Company position peaked at $45K in Q1 2017.
  • 334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.