SAW
MZTI

Signal Advisors Wealth’s The Marzetti Company MZTI Stock Holding History

Signal Advisors Wealth’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
Q3 		– Sell
-4,151
Closed -$717K – 509
2025
Q2 		$717K Hold
4,151
– – 0.06% 245
2025
Q1 		$726K Hold
4,151
– – 0.07% 226
2024
Q4 		$719K Hold
4,151
– – 0.08% 219
2024
Q3 		$733K Hold
4,151
– – 0.11% 204
2024
Q2 		$784K Hold
4,151
– – 1.72% 16
2024
Q1 		$862K Hold
4,151
– – 0.21% 106
2023
Q4 		$691K Buy
+4,151
New +$697K 0.24% 88

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Signal Advisors Wealth's MZTI Position: Q3 2025 in Review

Signal Advisors Wealth sold out of The Marzetti Company (MZTI) in Q3 2025, closing a stake of 4,151 shares — an estimated $717K sold.

Signal Advisors Wealth first reported a position in MZTI in Q4 2023 and held it in 7 quarters. The position peaked at $862K in Q1 2024. 336 funds tracked by Wall St. Rank hold MZTI as of Q3 2025.

  • Signal Advisors Wealth reported no remaining The Marzetti Company position as of Q3 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 4,151 The Marzetti Company shares in Q3 2025, an estimated $717K.
  • Signal Advisors Wealth first reported a position in The Marzetti Company in Q4 2023 and held it in 7 quarters.
  • Signal Advisors Wealth's The Marzetti Company position peaked at $862K in Q1 2024.
  • 336 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.