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

Raffa 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
2026 Q2	–	Sell	-1	Closed	-$138	–	1644
2026 Q1	$138	Buy	+1	New	+$159	﹤0.01%	1242

Other funds holding MZTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raffa Wealth Management's MZTI Position: Q2 2026 in Review

Raffa Wealth Management sold out of The Marzetti Company (MZTI) in Q2 2026, closing a stake of 1 share — an estimated $138 sold.

Raffa Wealth Management first reported a position in MZTI in Q1 2026 and held it in 1 quarter. The position peaked at $138 in Q1 2026. 314 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

Raffa Wealth Management reported no remaining The Marzetti Company position as of Q2 2026 after selling out during the quarter.
Raffa Wealth Management sold 1 The Marzetti Company share in Q2 2026, an estimated $138.
Raffa Wealth Management first reported a position in The Marzetti Company in Q1 2026 and held it in 1 quarter.
Raffa Wealth Management's The Marzetti Company position peaked at $138 in Q1 2026.
314 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.