PWMG
MZTI

Private Wealth Management Group’s The Marzetti Company MZTI Stock Holding History

Private Wealth Management Group’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
-27
Closed -$4.44K – 1507
2025
Q4 		$4.44K Sell
27
-19
-41% -$3.17K ﹤0.01% 825
2025
Q3 		$7.95K Hold
46
– – ﹤0.01% 605
2025
Q2 		$7.95K Buy
46
+38
+475% +$6.56K ﹤0.01% 570
2025
Q1 		$1.4K Hold
8
– – ﹤0.01% 1179
2024
Q4 		$1.39K Hold
8
– – ﹤0.01% 1212
2024
Q3 		$1.41K Hold
8
– – ﹤0.01% 1190
2024
Q2 		$1.51K Hold
8
– – ﹤0.01% 1157
2024
Q1 		$1.66K Hold
8
– – ﹤0.01% 1061
2023
Q4 		$1.33K Buy
+8
New +$1.34K ﹤0.01% 1160

Other funds holding MZTI

BlackRock
BlackRock New York $5.7T 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