SWP
MZTI

Significant Wealth Partners’s The Marzetti Company MZTI Stock Holding History

Significant Wealth Partners’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
-1,406
Closed -$243K – 91
2025
Q3 		$243K Buy
1,406
+144
+11% +$25.8K 0.12% 82
2025
Q2 		$218K Buy
1,262
+96
+8% +$16.6K 0.11% 85
2025
Q1 		$204K Buy
+1,166
New +$210K 0.1% 80
2024
Q2 		– Sell
-1,519
Closed -$315K – 119
2024
Q1 		$315K Buy
+1,519
New +$289K 0.21% 122

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

Significant Wealth Partners's MZTI Position: Q4 2025 in Review

Significant Wealth Partners sold out of The Marzetti Company (MZTI) in Q4 2025, closing a stake of 1,406 shares — an estimated $243K sold.

Significant Wealth Partners first reported a position in MZTI in Q1 2024 and held it in 4 quarters. The position peaked at $315K in Q1 2024. 344 funds tracked by Wall St. Rank hold MZTI as of Q4 2025.

  • Significant Wealth Partners reported no remaining The Marzetti Company position as of Q4 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 1,406 The Marzetti Company shares in Q4 2025, an estimated $243K.
  • Significant Wealth Partners first reported a position in The Marzetti Company in Q1 2024 and held it in 4 quarters.
  • Significant Wealth Partners's The Marzetti Company position peaked at $315K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.