Triad Wealth Partners’s The Marzetti Company MZTI Stock Holding History

Triad Wealth Partners’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	$449K	Sell	3,248 -578	-15%	-$92K	0.04%	294
2025 Q4	$629K	Buy	3,826 +49	+1%	+$8.18K	0.06%	220
2025 Q3	$653K	Buy	3,777 +2	+0.1%	+$359	0.08%	168
2025 Q2	$652K	Sell	3,775 -3	-0.1%	-$518	0.13%	119
2025 Q1	$661K	Buy	3,778 +24	+0.6%	+$4.33K	0.21%	84
2024 Q4	$650K	Buy	+3,754	New	+$687K	0.23%	74
2024 Q3	–	Sell	-3,737	Closed	-$706K	–	522
2024 Q2	$706K	Buy	3,737 +34	+0.9%	+$6.49K	0.37%	30
2024 Q1	$769K	Buy	+3,703	New	+$705K	0.59%	23

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

Triad Wealth Partners's MZTI Position: Q1 2026 in Review

Triad Wealth Partners reduced its The Marzetti Company (MZTI) stake by 15% in Q1 2026, selling an estimated $92K and leaving 3,248 shares worth $449K. The position accounts for 0.04% of the portfolio, ranked #294.

Triad Wealth Partners first reported a position in MZTI in Q1 2024 and has held it in 8 quarters since. The position peaked at $769K in Q1 2024. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

Triad Wealth Partners held 3,248 shares of The Marzetti Company worth $449K as of Q1 2026.
Triad Wealth Partners sold 578 The Marzetti Company shares in Q1 2026, an estimated $92K.
The Marzetti Company made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #294 holding.
Triad Wealth Partners first reported a position in The Marzetti Company in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's The Marzetti Company position peaked at $769K in Q1 2024.
361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.