United Services Automobile Association’s The Marzetti Company MZTI Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-1,320	Closed	-$231K	–	570
2025 Q1	$231K	Buy	+1,320	New	+$238K	0.01%	947
2019 Q3	–	Sell	-2,973	Closed	-$442K	–	1136
2019 Q2	$442K	Hold	2,973	–	–	﹤0.01%	1677
2019 Q1	$466K	Hold	2,973	–	–	﹤0.01%	1661
2018 Q4	$526K	Hold	2,973	–	–	﹤0.01%	1541
2018 Q3	$444K	Hold	2,973	–	–	﹤0.01%	1735
2018 Q2	$412K	Hold	2,973	–	–	﹤0.01%	1774
2018 Q1	$366K	Sell	2,973 -2,847	-49%	-$352K	﹤0.01%	1815
2017 Q4	$752K	Hold	5,820	–	–	﹤0.01%	1293
2017 Q3	$699K	Hold	5,820	–	–	﹤0.01%	1274
2017 Q2	$714K	Hold	5,820	–	–	﹤0.01%	1234
2017 Q1	$750K	Buy	+5,820	New	+$781K	﹤0.01%	1133

Other funds holding MZTI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

United Services Automobile Association's MZTI Position: Q2 2025 in Review

United Services Automobile Association sold out of The Marzetti Company (MZTI) in Q2 2025, closing a stake of 1,320 shares — an estimated $231K sold.

United Services Automobile Association first reported a position in MZTI in Q1 2017 and held it in 11 quarters. The position peaked at $752K in Q4 2017. 323 funds tracked by Wall St. Rank hold MZTI as of Q2 2025.

United Services Automobile Association reported no remaining The Marzetti Company position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 1,320 The Marzetti Company shares in Q2 2025, an estimated $231K.
United Services Automobile Association first reported a position in The Marzetti Company in Q1 2017 and held it in 11 quarters.
United Services Automobile Association's The Marzetti Company position peaked at $752K in Q4 2017.
323 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.