Summit Wealth Group’s The Marzetti Company MZTI Stock Holding History

Summit Wealth Group’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	$351K	Buy	2,541 +18	+0.7%	+$2.87K	0.08%	90
2025 Q4	$415K	Buy	2,523 +15	+0.6%	+$2.5K	0.1%	80
2025 Q3	$433K	Buy	2,508 +14	+0.6%	+$2.51K	0.1%	73
2025 Q2	$431K	Buy	2,494 +14	+0.6%	+$2.42K	0.11%	69
2025 Q1	$434K	Buy	2,480 +13	+0.5%	+$2.34K	0.13%	62
2024 Q4	$427K	Buy	2,467 +14	+0.6%	+$2.56K	0.12%	59
2024 Q3	$433K	Buy	2,453 +12	+0.5%	+$2.21K	0.12%	58
2024 Q2	$461K	Buy	+2,441	New	+$466K	0.14%	56

Other funds holding MZTI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Summit Wealth Group's MZTI Position: Q1 2026 in Review

Summit Wealth Group increased its The Marzetti Company (MZTI) stake by 0.71% in Q1 2026, buying an estimated $2.87K and bringing the position to 2,541 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #90.

Summit Wealth Group first reported a position in MZTI in Q2 2024 and has held it in 8 quarters since. The position peaked at $461K in Q2 2024. 362 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

Summit Wealth Group held 2,541 shares of The Marzetti Company worth $351K as of Q1 2026.
Summit Wealth Group bought 18 The Marzetti Company shares in Q1 2026, an estimated $2.87K.
The Marzetti Company made up 0.08% of Summit Wealth Group's portfolio in Q1 2026, its #90 holding.
Summit Wealth Group first reported a position in The Marzetti Company in Q2 2024 and has held it in 8 quarters since.
Summit Wealth Group's The Marzetti Company position peaked at $461K in Q2 2024.
362 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.