Mercer Global Advisors
MZTI

Mercer Global Advisors’s The Marzetti Company MZTI Stock Holding History

Mercer Global 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 		$286K Buy
2,064
+788
+62% +$125K ﹤0.01% 2491
2025
Q4 		$210K Buy
+1,276
New +$213K ﹤0.01% 2533
2019
Q3 		– Sell
-1,818
Closed -$270K – 1164
2019
Q2 		$270K Sell
1,818
-175
-9% -$26.2K 0.01% 916
2019
Q1 		$312K Buy
+1,993
New +$320K 0.01% 808

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

Mercer Global Advisors's MZTI Position: Q1 2026 in Review

Mercer Global Advisors increased its The Marzetti Company (MZTI) stake by 62% in Q1 2026, buying an estimated $125K and bringing the position to 2,064 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

Mercer Global Advisors first reported a position in MZTI in Q1 2019 and has held it in 4 quarters since. The position peaked at $312K in Q1 2019. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Mercer Global Advisors held 2,064 shares of The Marzetti Company worth $286K as of Q1 2026.
  • Mercer Global Advisors bought 788 The Marzetti Company shares in Q1 2026, an estimated $125K.
  • The Marzetti Company made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2491 holding.
  • Mercer Global Advisors first reported a position in The Marzetti Company in Q1 2019 and has held it in 4 quarters since.
  • Mercer Global Advisors's The Marzetti Company position peaked at $312K in Q1 2019.
  • 361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.