SummitTX Capital’s The Marzetti Company MZTI Stock Holding History

SummitTX Capital’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	–	Sell	-1,339	Closed	-$220K	–	882
2025 Q4	$220K	Buy	+1,339	New	+$223K	0.01%	639

Other funds holding MZTI

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SummitTX Capital's MZTI Position: Q1 2026 in Review

SummitTX Capital sold out of The Marzetti Company (MZTI) in Q1 2026, closing a stake of 1,339 shares — an estimated $220K sold.

SummitTX Capital first reported a position in MZTI in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 364 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

SummitTX Capital reported no remaining The Marzetti Company position as of Q1 2026 after selling out during the quarter.
SummitTX Capital sold 1,339 The Marzetti Company shares in Q1 2026, an estimated $220K.
SummitTX Capital first reported a position in The Marzetti Company in Q4 2025 and held it in 1 quarter.
SummitTX Capital's The Marzetti Company position peaked at $220K in Q4 2025.
364 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.