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
Q2 		$685 Buy
6
+4
+200% +$481 ﹤0.01% 1701
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SHP Wealth Management's MZTI Position: Q2 2026 in Review

SHP Wealth Management increased its The Marzetti Company (MZTI) stake by 200% in Q2 2026, buying an estimated $481 and bringing the position to 6 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

SHP Wealth Management first reported a position in MZTI in Q1 2026 and has held it in 2 quarters since. 335 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • SHP Wealth Management held 6 shares of The Marzetti Company worth $685 as of Q2 2026.
  • SHP Wealth Management bought 4 The Marzetti Company shares in Q2 2026, an estimated $481.
  • The Marzetti Company made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1701 holding.
  • SHP Wealth Management first reported a position in The Marzetti Company in Q1 2026 and has held it in 2 quarters since.
  • 335 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.