II
MZTI

Inspire Investing’s The Marzetti Company MZTI Stock Holding History

Inspire Investing’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 		$507K Buy
3,663
+812
+28% +$129K 0.03% 830
2025
Q4 		$469K Buy
2,851
+239
+9% +$39.9K 0.04% 449
2025
Q3 		$451K Buy
2,612
+339
+15% +$60.8K 0.04% 690
2025
Q2 		$393K Buy
2,273
+319
+16% +$55K 0.04% 400
2025
Q1 		$342K Sell
1,954
-358
-15% -$64.6K 0.04% 664
2024
Q4 		$400K Sell
2,312
-19
-0.8% -$3.48K 0.04% 607
2024
Q3 		$412K Buy
2,331
+468
+25% +$86.1K 0.04% 622
2024
Q2 		$352K Buy
1,863
+141
+8% +$26.9K 0.04% 548
2024
Q1 		$358K Sell
1,722
-555
-24% -$106K 0.04% 666
2023
Q4 		$379K Buy
2,277
+422
+23% +$70.9K 0.04% 773
2023
Q3 		$306K Buy
1,855
+290
+19% +$52.2K 0.04% 650
2023
Q2 		$315K Buy
1,565
+220
+16% +$44.6K 0.04% 519
2023
Q1 		$273K Buy
1,345
+151
+13% +$29.4K 0.03% 621
2022
Q4 		$236K Sell
1,194
-182
-13% -$34.6K 0.03% 543
2022
Q3 		$207K Sell
1,376
-275
-17% -$40.8K 0.03% 506
2022
Q2 		$213K Buy
1,651
+50
+3% +$6.85K 0.03% 426
2022
Q1 		$239K Buy
1,601
+110
+7% +$17.6K 0.03% 384
2021
Q4 		$247K Buy
1,491
+105
+8% +$17.2K 0.03% 656
2021
Q3 		$234K Buy
+1,386
New +$256K 0.03% 507

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

Inspire Investing's MZTI Position: Q1 2026 in Review

Inspire Investing increased its The Marzetti Company (MZTI) stake by 28% in Q1 2026, buying an estimated $129K and bringing the position to 3,663 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #830.

Inspire Investing first reported a position in MZTI in Q3 2021 and has held it in 19 quarters since. 362 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Inspire Investing held 3,663 shares of The Marzetti Company worth $507K as of Q1 2026.
  • Inspire Investing bought 812 The Marzetti Company shares in Q1 2026, an estimated $129K.
  • The Marzetti Company made up 0.03% of Inspire Investing's portfolio in Q1 2026, its #830 holding.
  • Inspire Investing first reported a position in The Marzetti Company in Q3 2021 and has held it in 19 quarters since.
  • 362 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.