JWA
MZTI

JFS Wealth Advisors’s The Marzetti Company MZTI Stock Holding History

JFS Wealth 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 		$229 Sell
2
-9
-82% -$1.08K ﹤0.01% 2123
2026
Q1 		$1.52K Sell
11
-7
-39% -$1.11K ﹤0.01% 1583
2025
Q4 		$2.96K Buy
18
+6
+50% +$1K ﹤0.01% 1428
2025
Q3 		$2.07K Buy
12
+1
+9% +$179 ﹤0.01% 1430
2025
Q2 		$1.9K Sell
11
-3
-21% -$518 ﹤0.01% 1404
2025
Q1 		$2.45K Sell
14
-2
-13% -$361 ﹤0.01% 1396
2024
Q4 		$2.77K Buy
16
+4
+33% +$732 ﹤0.01% 1348
2024
Q3 		$2.12K Sell
12
-1
-8% -$184 ﹤0.01% 1462
2024
Q2 		$2.46K Buy
13
+2
+18% +$382 ﹤0.01% 1356
2024
Q1 		$2.28K Sell
11
-5
-31% -$951 ﹤0.01% 1395
2023
Q4 		$2.66K Hold
16
– – ﹤0.01% 1312
2023
Q3 		$2.64K Sell
16
-3
-16% -$540 ﹤0.01% 1252
2023
Q2 		$3.82K Sell
19
-1
-5% -$203 ﹤0.01% 1128
2023
Q1 		$4.06K Hold
20
– – ﹤0.01% 1078
2022
Q4 		$3.95K Buy
20
+1
+5% +$190 ﹤0.01% 1085
2022
Q3 		$3K Buy
19
+12
+171% +$1.78K ﹤0.01% 1195
2022
Q2 		$1K Sell
7
-6
-46% -$822 ﹤0.01% 1566
2022
Q1 		$2K Buy
13
+7
+117% +$1.12K ﹤0.01% 1438
2021
Q4 		$1K Buy
+6
New +$983 ﹤0.01% 1434

Other funds holding MZTI

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return