MYIA
MZTI

Mount Yale Investment Advisors’s The Marzetti Company MZTI Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-480
Closed -$82.9K – 1181
2025
Q2 		$82.9K Buy
+480
New +$82.8K 0.01% 696
2018
Q4 		– Sell
-145
Closed -$26K – 554
2018
Q3 		$26K Buy
145
+8
+6% +$1.19K ﹤0.01% 731
2018
Q2 		$19K Buy
137
+62
+83% +$7.95K ﹤0.01% 806
2018
Q1 		$9K Buy
+75
New +$9.26K ﹤0.01% 857

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Mount Yale Investment Advisors's MZTI Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of The Marzetti Company (MZTI) in Q3 2025, closing a stake of 480 shares — an estimated $82.9K sold.

Mount Yale Investment Advisors first reported a position in MZTI in Q1 2018 and held it in 4 quarters. The position peaked at $82.9K in Q2 2025. 336 funds tracked by Wall St. Rank hold MZTI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining The Marzetti Company position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 480 The Marzetti Company shares in Q3 2025, an estimated $82.9K.
  • Mount Yale Investment Advisors first reported a position in The Marzetti Company in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's The Marzetti Company position peaked at $82.9K in Q2 2025.
  • 336 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.