PWM
MZTI

Parkworth Wealth Management’s The Marzetti Company MZTI Stock Holding History

Parkworth 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
2025
Q2 		$173 Hold
1
– – ﹤0.01% 976
2025
Q1 		$175 Hold
1
– – ﹤0.01% 760
2024
Q4 		$173 Buy
+1
New +$183 ﹤0.01% 809

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 $13.1B AUM 24.63% 1-Year Est. Return

Parkworth Wealth Management's MZTI Position: Q2 2025 in Review

Parkworth Wealth Management held its The Marzetti Company (MZTI) position steady in Q2 2025 at 1 share worth $173. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Parkworth Wealth Management first reported a position in MZTI in Q4 2024 and has held it in 3 quarters since. The position peaked at $175 in Q1 2025. 323 funds tracked by Wall St. Rank hold MZTI as of Q2 2025.

  • Parkworth Wealth Management held 1 share of The Marzetti Company worth $173 as of Q2 2025.
  • Parkworth Wealth Management left its The Marzetti Company share count unchanged in Q2 2025.
  • The Marzetti Company made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #976 holding.
  • Parkworth Wealth Management first reported a position in The Marzetti Company in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's The Marzetti Company position peaked at $175 in Q1 2025.
  • 323 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.