PWA
MZTI

Physician Wealth Advisors’s The Marzetti Company MZTI Stock Holding History

Physician Wealth 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
Q2 		$457 Sell
4
-9
-69% -$1.08K ﹤0.01% 2175
2026
Q1 		$1.8K Buy
13
+3
+30% +$477 ﹤0.01% 1394
2025
Q4 		$1.65K Buy
10
+7
+233% +$1.17K ﹤0.01% 1377
2025
Q3 		$519 Buy
+3
New +$538 ﹤0.01% 1794

Other funds holding MZTI

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Physician Wealth Advisors's MZTI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its The Marzetti Company (MZTI) stake by 69% in Q2 2026, selling an estimated $1.08K and leaving 4 shares worth $457. The position accounts for ﹤0.01% of the portfolio, ranked #2175.

Physician Wealth Advisors first reported a position in MZTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.8K in Q1 2026. 57 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Physician Wealth Advisors held 4 shares of The Marzetti Company worth $457 as of Q2 2026.
  • Physician Wealth Advisors sold 9 The Marzetti Company shares in Q2 2026, an estimated $1.08K.
  • The Marzetti Company made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2175 holding.
  • Physician Wealth Advisors first reported a position in The Marzetti Company in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's The Marzetti Company position peaked at $1.8K in Q1 2026.
  • 57 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.