TWD
MZTI

True Wealth Design’s The Marzetti Company MZTI Stock Holding History

True Wealth Design’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 		$17.8K Buy
156
+107
+218% +$12.9K ﹤0.01% 851
2026
Q1 		$6.78K Buy
+49
New +$7.8K ﹤0.01% 1101
2025
Q4 		– Sell
-1
Closed -$173 – 2703
2025
Q3 		$173 Buy
+1
New +$179 ﹤0.01% 2337
2025
Q2 		– Sell
-1
Closed -$175 – 2711
2025
Q1 		$175 Sell
1
-6
-86% -$1.08K ﹤0.01% 2010
2024
Q4 		$1.21K Sell
7
-18
-72% -$3.29K ﹤0.01% 877
2024
Q3 		$4.42K Buy
+25
New +$4.6K ﹤0.01% 582

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

True Wealth Design's MZTI Position: Q2 2026 in Review

True Wealth Design increased its The Marzetti Company (MZTI) stake by 218% in Q2 2026, buying an estimated $12.9K and bringing the position to 156 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

True Wealth Design first reported a position in MZTI in Q3 2024 and has held it in 6 quarters since. 334 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • True Wealth Design held 156 shares of The Marzetti Company worth $17.8K as of Q2 2026.
  • True Wealth Design bought 107 The Marzetti Company shares in Q2 2026, an estimated $12.9K.
  • The Marzetti Company made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #851 holding.
  • True Wealth Design first reported a position in The Marzetti Company in Q3 2024 and has held it in 6 quarters since.
  • 334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.