Smartleaf Asset Management’s The Marzetti Company MZTI Stock Holding History

Smartleaf Asset 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	$3.49K	Sell	25 -74	-75%	-$11.8K	﹤0.01%	2791
2025 Q4	$16.2K	Sell	99 -8	-7%	-$1.33K	﹤0.01%	2145
2025 Q3	$18.4K	Buy	107 +25	+30%	+$4.48K	﹤0.01%	1846
2025 Q2	$14.1K	Buy	82 +34	+71%	+$5.87K	﹤0.01%	1700
2025 Q1	$8.39K	Sell	48 -10	-17%	-$1.8K	﹤0.01%	1994
2024 Q4	$10K	Buy	58 +25	+76%	+$4.58K	﹤0.01%	1983
2024 Q3	$5.9K	Buy	33 +22	+200%	+$4.05K	﹤0.01%	2041
2024 Q2	$2.07K	Sell	11 -5	-31%	-$955	﹤0.01%	2215
2024 Q1	$3.31K	Buy	+16	New	+$3.04K	﹤0.01%	1353

Other funds holding MZTI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 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