SIS
MZTI

Sound Income Strategies’s The Marzetti Company MZTI Stock Holding History

Sound Income Strategies’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 		– Sell
-1
Closed -$138 – 1538
2026
Q1 		$138 Buy
+1
New +$159 ﹤0.01% 2492

Other funds holding MZTI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sound Income Strategies's MZTI Position: Q2 2026 in Review

Sound Income Strategies sold out of The Marzetti Company (MZTI) in Q2 2026, closing a stake of 1 share — an estimated $138 sold.

Sound Income Strategies first reported a position in MZTI in Q1 2026 and held it in 1 quarter. The position peaked at $138 in Q1 2026. 90 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Sound Income Strategies reported no remaining The Marzetti Company position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1 The Marzetti Company share in Q2 2026, an estimated $138.
  • Sound Income Strategies first reported a position in The Marzetti Company in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's The Marzetti Company position peaked at $138 in Q1 2026.
  • 90 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.