RWML
MZTI

RAFFA WEALTH MANAGEMENT, LLC’s The Marzetti Company MZTI Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		– Sell
-1
Closed -$138 – 1644
2026
Q1 		$138 Buy
+1
New +$159 ﹤0.01% 1242

Other funds holding MZTI

TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
WFM
Wolff Financial Management Kalamazoo, Michigan $501M AUM 20.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MZTI Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of The Marzetti Company (MZTI) in Q2 2026, closing a stake of 1 share — an estimated $138 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MZTI in Q1 2026 and held it in 1 quarter. The position peaked at $138 in Q1 2026. 69 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining The Marzetti Company position as of Q2 2026 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 1 The Marzetti Company share in Q2 2026, an estimated $138.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in The Marzetti Company in Q1 2026 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's The Marzetti Company position peaked at $138 in Q1 2026.
  • 69 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.