Sachetta’s The Marzetti Company MZTI Stock Holding History

Sachetta’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	$4.57K	Buy	+40	New	+$4.81K	﹤0.01%	680
2024 Q4	–	Sell	-4	Closed	-$707	–	1246
2024 Q3	$707	Hold	4	–	–	﹤0.01%	1092
2024 Q2	$765	Hold	4	–	–	﹤0.01%	1104
2024 Q1	$666	Hold	4	–	–	﹤0.01%	1012
2023 Q4	$666	Buy	+4	New	+$672	﹤0.01%	1012

Other funds holding MZTI

WFM

Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Sachetta's MZTI Position: Q2 2026 in Review

Sachetta opened a new position in The Marzetti Company (MZTI) in Q2 2026: 40 shares worth $4.57K. The stake represents ﹤0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Sachetta previously reported a position in MZTI as recently as Q3 2024.

Sachetta first reported a position in MZTI in Q4 2023 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

Sachetta held 40 shares of The Marzetti Company worth $4.57K as of Q2 2026.
The Marzetti Company was a new Sachetta position in Q2 2026.
The Marzetti Company made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #680 holding.
Sachetta first reported a position in The Marzetti Company in Q4 2023 and has held it in 5 quarters since.
25 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.