Northwestern Mutual Wealth Management’s The Marzetti Company MZTI Stock Holding History

Northwestern Mutual Wealth Management’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	$1.37K	Sell	12 -91	-88%	-$10.9K	﹤0.01%	3734
2026 Q1	$14.2K	Buy	+103	New	+$16.4K	﹤0.01%	2933
2025 Q3	–	Sell	-9	Closed	-$1.55K	–	3949
2025 Q2	$1.55K	Buy	+9	New	+$1.55K	﹤0.01%	3317
2025 Q1	–	Sell	-59	Closed	-$10.2K	–	3818
2024 Q4	$10.2K	Buy	+59	New	+$10.8K	﹤0.01%	2732
2024 Q3	–	Sell	-17	Closed	-$3.21K	–	3735
2024 Q2	$3.21K	Buy	17 +12	+240%	+$2.29K	﹤0.01%	2990
2024 Q1	$1.04K	Hold	5	–	–	﹤0.01%	3174
2023 Q4	$832	Buy	+5	New	+$840	﹤0.01%	3205
2023 Q1	–	Sell	-14	Closed	-$2.76K	–	3494
2022 Q4	$2.76K	Buy	+14	New	+$2.66K	﹤0.01%	2886
2021 Q1	–	Sell	-15	Closed	-$3K	–	2889
2020 Q4	$3K	Buy	+15	New	+$2.61K	﹤0.01%	2465

Other funds holding MZTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northwestern Mutual Wealth Management's MZTI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its The Marzetti Company (MZTI) stake by 88% in Q2 2026, selling an estimated $10.9K and leaving 12 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3734.

Northwestern Mutual Wealth Management first reported a position in MZTI in Q4 2020 and has held it in 9 quarters since. The position peaked at $14.2K in Q1 2026. 335 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

Northwestern Mutual Wealth Management held 12 shares of The Marzetti Company worth $1.37K as of Q2 2026.
Northwestern Mutual Wealth Management sold 91 The Marzetti Company shares in Q2 2026, an estimated $10.9K.
The Marzetti Company made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3734 holding.
Northwestern Mutual Wealth Management first reported a position in The Marzetti Company in Q4 2020 and has held it in 9 quarters since.
Northwestern Mutual Wealth Management's The Marzetti Company position peaked at $14.2K in Q1 2026.
335 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.