VCM
MZTI

Voleon Capital Management’s The Marzetti Company MZTI Stock Holding History

Voleon Capital Management’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 		$683K Buy
4,941
+1,544
+45% +$246K 0.01% 515
2025
Q4 		$559K Buy
3,397
+1,361
+67% +$227K 0.01% 551
2025
Q3 		$352K Buy
+2,036
New +$365K 0.01% 679
2025
Q1 		– Sell
-1,406
Closed -$243K – 378
2024
Q4 		$243K Buy
+1,406
New +$257K 0.02% 304

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Voleon Capital Management's MZTI Position: Q1 2026 in Review

Voleon Capital Management increased its The Marzetti Company (MZTI) stake by 45% in Q1 2026, buying an estimated $246K and bringing the position to 4,941 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #515.

Voleon Capital Management first reported a position in MZTI in Q4 2024 and has held it in 4 quarters since. 362 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Voleon Capital Management held 4,941 shares of The Marzetti Company worth $683K as of Q1 2026.
  • Voleon Capital Management bought 1,544 The Marzetti Company shares in Q1 2026, an estimated $246K.
  • The Marzetti Company made up 0.01% of Voleon Capital Management's portfolio in Q1 2026, its #515 holding.
  • Voleon Capital Management first reported a position in The Marzetti Company in Q4 2024 and has held it in 4 quarters since.
  • 362 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

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