SC
MZTI

Savant Capital’s The Marzetti Company MZTI Stock Holding History

Savant Capital’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
-1,209
Closed -$209K – 1406
2025
Q3 		$209K Buy
1,209
+23
+2% +$4.13K ﹤0.01% 1228
2025
Q2 		$205K Buy
+1,186
New +$205K ﹤0.01% 1144
2024
Q3 		– Sell
-1,199
Closed -$226K – 1432
2024
Q2 		$226K Buy
1,199
+211
+21% +$40.3K ﹤0.01% 1091
2024
Q1 		$205K Buy
+988
New +$188K ﹤0.01% 1033

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

Savant Capital's MZTI Position: Q4 2025 in Review

Savant Capital sold out of The Marzetti Company (MZTI) in Q4 2025, closing a stake of 1,209 shares — an estimated $209K sold.

Savant Capital first reported a position in MZTI in Q1 2024 and held it in 4 quarters. The position peaked at $226K in Q2 2024. 344 funds tracked by Wall St. Rank hold MZTI as of Q4 2025.

  • Savant Capital reported no remaining The Marzetti Company position as of Q4 2025 after selling out during the quarter.
  • Savant Capital sold 1,209 The Marzetti Company shares in Q4 2025, an estimated $209K.
  • Savant Capital first reported a position in The Marzetti Company in Q1 2024 and held it in 4 quarters.
  • Savant Capital's The Marzetti Company position peaked at $226K in Q2 2024.
  • 344 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2025.

Based on Savant Capital's 13F filing for Q4 2025, filed 10 Feb 2026.