OIA
MZTI

OneDigital Investment Advisors’s The Marzetti Company MZTI Stock Holding History

OneDigital 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
2026
Q1 		– Sell
-1,533
Closed -$252K – 1550
2025
Q4 		$252K Sell
1,533
-260
-15% -$43.4K ﹤0.01% 1313
2025
Q3 		$310K Sell
1,793
-470
-21% -$84.3K ﹤0.01% 1163
2025
Q2 		$391K Buy
2,263
+578
+34% +$99.7K ﹤0.01% 1014
2025
Q1 		$295K Buy
1,685
+142
+9% +$25.6K ﹤0.01% 1115
2024
Q4 		$267K Buy
1,543
+31
+2% +$5.67K ﹤0.01% 1190
2024
Q3 		$267K Buy
1,512
+27
+2% +$4.97K ﹤0.01% 1222
2024
Q2 		$281K Buy
+1,485
New +$284K ﹤0.01% 1138

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

OneDigital Investment Advisors's MZTI Position: Q1 2026 in Review

OneDigital Investment Advisors sold out of The Marzetti Company (MZTI) in Q1 2026, closing a stake of 1,533 shares — an estimated $252K sold.

OneDigital Investment Advisors first reported a position in MZTI in Q2 2024 and held it in 7 quarters. The position peaked at $391K in Q2 2025. 362 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • OneDigital Investment Advisors reported no remaining The Marzetti Company position as of Q1 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,533 The Marzetti Company shares in Q1 2026, an estimated $252K.
  • OneDigital Investment Advisors first reported a position in The Marzetti Company in Q2 2024 and held it in 7 quarters.
  • OneDigital Investment Advisors's The Marzetti Company position peaked at $391K in Q2 2025.
  • 362 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.