P
MZTI

&Partners’s The Marzetti Company MZTI Stock Holding History

&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
Q1 		$391K Sell
2,830
-434
-13% -$69.1K ﹤0.01% 1828
2025
Q4 		$537K Buy
3,264
+65
+2% +$10.8K ﹤0.01% 1576
2025
Q3 		$553K Sell
3,199
-55
-2% -$9.87K ﹤0.01% 1393
2025
Q2 		$562K Buy
3,254
+1,248
+62% +$215K ﹤0.01% 1293
2025
Q1 		$353K Sell
2,006
-343
-15% -$61.8K ﹤0.01% 1323
2024
Q4 		$408K Buy
2,349
+80
+4% +$14.6K ﹤0.01% 1167
2024
Q3 		$401K Buy
+2,269
New +$418K 0.01% 963

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

&Partners's MZTI Position: Q1 2026 in Review

&Partners reduced its The Marzetti Company (MZTI) stake by 13% in Q1 2026, selling an estimated $69.1K and leaving 2,830 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1828.

&Partners first reported a position in MZTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $562K in Q2 2025. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • &Partners held 2,830 shares of The Marzetti Company worth $391K as of Q1 2026.
  • &Partners sold 434 The Marzetti Company shares in Q1 2026, an estimated $69.1K.
  • The Marzetti Company made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1828 holding.
  • &Partners first reported a position in The Marzetti Company in Q3 2024 and has held it in 7 quarters since.
  • &Partners's The Marzetti Company position peaked at $562K in Q2 2025.
  • 361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.