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MZTI

Root Financial Partners’s The Marzetti Company MZTI Stock Holding History

Root Financial Partners’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
-68
Closed -$9.41K – 1928
2026
Q1 		$9.41K Sell
68
-4
-6% -$637 ﹤0.01% 1710
2025
Q4 		$11.8K Buy
72
+16
+29% +$2.67K ﹤0.01% 1426
2025
Q3 		$9.68K Buy
+56
New +$10K ﹤0.01% 1463

Other funds holding MZTI

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Root Financial Partners's MZTI Position: Q2 2026 in Review

Root Financial Partners sold out of The Marzetti Company (MZTI) in Q2 2026, closing a stake of 68 shares — an estimated $9.41K sold.

Root Financial Partners first reported a position in MZTI in Q3 2025 and held it in 3 quarters. The position peaked at $11.8K in Q4 2025. 75 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Root Financial Partners reported no remaining The Marzetti Company position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 68 The Marzetti Company shares in Q2 2026, an estimated $9.41K.
  • Root Financial Partners first reported a position in The Marzetti Company in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's The Marzetti Company position peaked at $11.8K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.