Wealth Preservation Advisors’s The Marzetti Company MZTI Stock Holding History

Wealth Preservation Advisors’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	$2.63K	Buy	+19	New	+$3.02K	﹤0.01%	564

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

Wealth Preservation Advisors's MZTI Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in The Marzetti Company (MZTI) in Q1 2026: 19 shares worth $2.63K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings.

361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

Wealth Preservation Advisors held 19 shares of The Marzetti Company worth $2.63K as of Q1 2026.
The Marzetti Company was a new Wealth Preservation Advisors position in Q1 2026.
The Marzetti Company made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #564 holding.
361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.