SWM
MZTI

SHP Wealth Management’s The Marzetti Company MZTI Stock Holding History

SHP 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 Buy
+2
New +$318 ﹤0.01% 1708

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

SHP Wealth Management opened a new position in The Marzetti Company (MZTI) in Q1 2026: 2 shares worth $277. The stake represents ﹤0.01% of the portfolio and ranks #1708 among its holdings.

362 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • SHP Wealth Management held 2 shares of The Marzetti Company worth $277 as of Q1 2026.
  • The Marzetti Company was a new SHP Wealth Management position in Q1 2026.
  • The Marzetti Company made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1708 holding.
  • 362 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.