Lido Advisors’s The Marzetti Company MZTI Stock Holding History

Lido 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	$709K	Sell	5,123 -321	-6%	-$51.1K	﹤0.01%	1123
2025 Q4	$940K	Buy	5,444 +6	+0.1%	+$1K	﹤0.01%	1032
2025 Q3	$940K	Buy	5,438 +111	+2%	+$19.9K	﹤0.01%	976
2025 Q2	$920K	Buy	+5,327	New	+$919K	﹤0.01%	877
2024 Q3	–	Sell	-1,208	Closed	-$228K	–	1519
2024 Q2	$228K	Sell	1,208 -48	-4%	-$9.16K	﹤0.01%	1240
2024 Q1	$261K	Sell	1,256 -328	-21%	-$62.4K	﹤0.01%	1153
2023 Q4	$264K	Sell	1,584 -6,174	-80%	-$1.04M	﹤0.01%	1096
2023 Q3	$1.28M	Buy	+7,758	New	+$1.4M	0.01%	473

Other funds holding MZTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lido Advisors's MZTI Position: Q1 2026 in Review

Lido Advisors reduced its The Marzetti Company (MZTI) stake by 5.9% in Q1 2026, selling an estimated $51.1K and leaving 5,123 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Lido Advisors first reported a position in MZTI in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2023. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

Lido Advisors held 5,123 shares of The Marzetti Company worth $709K as of Q1 2026.
Lido Advisors sold 321 The Marzetti Company shares in Q1 2026, an estimated $51.1K.
The Marzetti Company made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1123 holding.
Lido Advisors first reported a position in The Marzetti Company in Q3 2023 and has held it in 8 quarters since.
Lido Advisors's The Marzetti Company position peaked at $1.28M in Q3 2023.
361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.