Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
TI
MZTI
Tidal Investments’s
The Marzetti Company
MZTI
Stock Holding History
Tidal Investments’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
$2.66M
Buy
19,090
+15,201
+391%
+$2.42M
0.01%
1047
2025
Q4
$639K
Buy
3,889
+896
+30%
+$150K
﹤0.01%
1514
2025
Q3
$517K
Sell
2,993
-325
-10%
-$58.3K
﹤0.01%
1557
2025
Q2
$573K
Buy
3,318
+2,048
+161%
+$353K
﹤0.01%
1312
2025
Q1
$222K
Buy
+1,270
New
+$229K
﹤0.01%
1649
2024
Q4
–
Sell
-1,952
Closed
-$345K
–
1934
2024
Q3
$345K
Sell
1,952
-1,124
-37%
-$207K
﹤0.01%
1543
2024
Q2
$581K
Sell
3,076
-7,544
-71%
-$1.44M
0.01%
1220
2024
Q1
$2.21M
Buy
10,620
+234
+2%
+$44.5K
0.04%
494
2023
Q4
$1.73M
Sell
10,386
-458
-4%
-$77K
0.04%
411
2023
Q3
$1.79M
Buy
10,844
+15
+0.1%
+$2.7K
0.05%
346
2023
Q2
$2.18M
Sell
10,829
-2,696
-20%
-$547K
0.06%
295
2023
Q1
$2.74M
Buy
13,525
+109
+0.8%
+$21.2K
0.09%
219
2022
Q4
$2.65M
Buy
13,416
+680
+5%
+$129K
0.1%
210
2022
Q3
$1.91M
Buy
12,736
+1,220
+11%
+$181K
0.08%
226
2022
Q2
$1.48M
Buy
+11,516
New
+$1.58M
0.05%
292
Other funds holding MZTI
BlackRock
New York
$5.7T 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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close