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
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 $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

Rialto Wealth Management's MZTI Position: Q1 2026 in Review

Rialto Wealth Management held its The Marzetti Company (MZTI) position steady in Q1 2026 at 2 shares worth $277. The position accounts for ﹤0.01% of the portfolio, ranked #1553.

Rialto Wealth Management first reported a position in MZTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $346 in Q3 2025. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Rialto Wealth Management held 2 shares of The Marzetti Company worth $277 as of Q1 2026.
  • Rialto Wealth Management left its The Marzetti Company share count unchanged in Q1 2026.
  • The Marzetti Company made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1553 holding.
  • Rialto Wealth Management first reported a position in The Marzetti Company in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's The Marzetti Company position peaked at $346 in Q3 2025.
  • 361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.