SJS Investment Consulting’s The Marzetti Company MZTI Stock Holding History

SJS Investment Consulting’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	$1.83K	Sell	16 -50	-76%	-$6.01K	﹤0.01%	1815
2026 Q1	$9.13K	Buy	66 +18	+38%	+$2.87K	﹤0.01%	866
2025 Q4	$7.89K	Buy	48 +46	+2,300%	+$7.68K	﹤0.01%	842
2025 Q3	$346	Hold	2	–	–	﹤0.01%	1335
2025 Q2	$346	Sell	2 -3	-60%	-$518	﹤0.01%	1226
2025 Q1	$875	Buy	5 +1	+25%	+$180	﹤0.01%	1045
2024 Q4	$693	Sell	4 -3	-43%	-$549	﹤0.01%	1129
2024 Q3	$1.24K	Buy	7 +1	+17%	+$184	﹤0.01%	988
2024 Q2	$1.13K	Sell	6 -1	-14%	-$191	﹤0.01%	976
2024 Q1	$1.46K	Buy	7 +1	+17%	+$190	﹤0.01%	892
2023 Q4	$999	Hold	6	–	–	﹤0.01%	958
2023 Q3	$992	Sell	6 -1	-14%	-$180	﹤0.01%	939
2023 Q2	$1.41K	Hold	7	–	–	﹤0.01%	756
2023 Q1	$1.42K	Hold	7	–	–	﹤0.01%	733
2022 Q4	$1.38K	Sell	7 -1	-13%	-$190	﹤0.01%	801
2022 Q3	$2K	Buy	+8	New	+$1.19K	﹤0.01%	483
2022 Q1	$0	Buy	+1	New	+$160	﹤0.01%	1053

Other funds holding MZTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SJS Investment Consulting's MZTI Position: Q2 2026 in Review

SJS Investment Consulting reduced its The Marzetti Company (MZTI) stake by 76% in Q2 2026, selling an estimated $6.01K and leaving 16 shares worth $1.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

SJS Investment Consulting first reported a position in MZTI in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.13K in Q1 2026. 335 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

SJS Investment Consulting held 16 shares of The Marzetti Company worth $1.83K as of Q2 2026.
SJS Investment Consulting sold 50 The Marzetti Company shares in Q2 2026, an estimated $6.01K.
The Marzetti Company made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1815 holding.
SJS Investment Consulting first reported a position in The Marzetti Company in Q1 2022 and has held it in 17 quarters since.
SJS Investment Consulting's The Marzetti Company position peaked at $9.13K in Q1 2026.
335 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.