RA
MZTI

Rise Advisors’s The Marzetti Company MZTI Stock Holding History

Rise 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
2025
Q4 		– Sell
-82
Closed -$14.2K – 830
2025
Q3 		$14.2K Hold
82
– – 0.01% 789
2025
Q2 		$14.1K Buy
82
+1
+1% +$173 0.01% 776
2025
Q1 		$14.2K Sell
81
-17
-17% -$3.06K 0.01% 737
2024
Q4 		$16.9K Buy
98
+1
+1% +$183 0.01% 760
2024
Q3 		$17.2K Hold
97
– – 0.01% 782
2024
Q2 		$18.3K Buy
97
+1
+1% +$191 0.01% 688
2024
Q1 		$19.9K Buy
+96
New +$18.3K 0.01% 655

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Rise Advisors's MZTI Position: Q4 2025 in Review

Rise Advisors sold out of The Marzetti Company (MZTI) in Q4 2025, closing a stake of 82 shares — an estimated $14.2K sold.

Rise Advisors first reported a position in MZTI in Q1 2024 and held it in 7 quarters. The position peaked at $19.9K in Q1 2024. 344 funds tracked by Wall St. Rank hold MZTI as of Q4 2025.

  • Rise Advisors reported no remaining The Marzetti Company position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 82 The Marzetti Company shares in Q4 2025, an estimated $14.2K.
  • Rise Advisors first reported a position in The Marzetti Company in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's The Marzetti Company position peaked at $19.9K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.