RWM
MZTI

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

Rialto 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 		$1.49K Buy
13
+11
+550% +$1.32K ﹤0.01% 1217
2026
Q1 		$277 Hold
2
– – ﹤0.01% 1553
2025
Q4 		$329 Hold
2
– – ﹤0.01% 1407
2025
Q3 		$346 Buy
2
+1
+100% +$179 ﹤0.01% 1366
2025
Q2 		$173 Buy
+1
New +$173 ﹤0.01% 1422

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Rialto Wealth Management increased its The Marzetti Company (MZTI) stake by 550% in Q2 2026, buying an estimated $1.32K and bringing the position to 13 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Rialto Wealth Management first reported a position in MZTI in Q2 2025 and has held it in 5 quarters since. 335 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Rialto Wealth Management held 13 shares of The Marzetti Company worth $1.49K as of Q2 2026.
  • Rialto Wealth Management bought 11 The Marzetti Company shares in Q2 2026, an estimated $1.32K.
  • The Marzetti Company made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1217 holding.
  • Rialto Wealth Management first reported a position in The Marzetti Company in Q2 2025 and has held it in 5 quarters since.
  • 335 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.