MAP
MZTI

Moody Aldrich Partners’s The Marzetti Company MZTI Stock Holding History

Moody Aldrich Partners’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 		$2.12M Sell
18,606
-4,736
-20% -$569K 0.38% 103
2026
Q1 		$3.23M Sell
23,342
-308
-1% -$49K 0.58% 81
2025
Q4 		$3.89M Sell
23,650
-1,090
-4% -$182K 0.73% 59
2025
Q3 		$4.27M Sell
24,740
-17,926
-42% -$3.22M 0.81% 56
2025
Q2 		$7.37M Buy
42,666
+14,290
+50% +$2.47M 1.43% 13
2025
Q1 		$4.97M Sell
28,376
-836
-3% -$151K 1.04% 31
2024
Q4 		$5.06M Sell
29,212
-877
-3% -$161K 0.94% 36
2024
Q3 		$5.31M Sell
30,089
-590
-2% -$109K 0.97% 42
2024
Q2 		$5.8M Sell
30,679
-1,962
-6% -$375K 1.13% 26
2024
Q1 		$6.78M Sell
32,641
-722
-2% -$137K 1.15% 23
2023
Q4 		$5.55M Buy
33,363
+4,270
+15% +$717K 1% 39
2023
Q3 		$4.8M Buy
+29,093
New +$5.23M 0.91% 45
2022
Q4 		– Sell
-22,735
Closed -$3.42M – 165
2022
Q3 		$3.42M Buy
22,735
+78
+0.3% +$11.6K 0.7% 63
2022
Q2 		$2.92M Sell
22,657
-3,543
-14% -$485K 0.57% 71
2022
Q1 		$3.91M Buy
26,200
+2,750
+12% +$439K 0.55% 65
2021
Q4 		$3.88M Sell
23,450
-4,351
-16% -$713K 0.54% 72
2021
Q3 		$4.69M Sell
27,801
-16,260
-37% -$3.01M 0.6% 73
2021
Q2 		$8.53M Sell
44,061
-591
-1% -$111K 1.2% 26
2021
Q1 		$7.83M Buy
44,652
+14,320
+47% +$2.57M 1.13% 30
2020
Q4 		$5.57M Sell
30,332
-10,425
-26% -$1.82M 0.9% 49
2020
Q3 		$7.29M Buy
40,757
+1,012
+3% +$169K 1.52% 10
2020
Q2 		$6.16M Buy
+39,745
New +$5.79M 1.31% 21

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Moody Aldrich Partners's MZTI Position: Q2 2026 in Review

Moody Aldrich Partners reduced its The Marzetti Company (MZTI) stake by 20% in Q2 2026, selling an estimated $569K and leaving 18,606 shares worth $2.12M. The position accounts for 0.38% of the portfolio, ranked #103.

Moody Aldrich Partners first reported a position in MZTI in Q2 2020 and has held it in 22 quarters since. The position peaked at $8.53M in Q2 2021. 135 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Moody Aldrich Partners held 18,606 shares of The Marzetti Company worth $2.12M as of Q2 2026.
  • Moody Aldrich Partners sold 4,736 The Marzetti Company shares in Q2 2026, an estimated $569K.
  • The Marzetti Company made up 0.38% of Moody Aldrich Partners's portfolio in Q2 2026, its #103 holding.
  • Moody Aldrich Partners first reported a position in The Marzetti Company in Q2 2020 and has held it in 22 quarters since.
  • Moody Aldrich Partners's The Marzetti Company position peaked at $8.53M in Q2 2021.
  • 135 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.