WANY
MZTI

Wealthspire Advisors (New York)’s The Marzetti Company MZTI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-32
Closed -$5.53K – 2046
2025
Q3 		$5.53K Buy
+32
New +$5.74K ﹤0.01% 2289

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (New York)'s MZTI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of The Marzetti Company (MZTI) in Q4 2025, closing a stake of 32 shares — an estimated $5.53K sold.

Wealthspire Advisors (New York) first reported a position in MZTI in Q3 2025 and held it in 1 quarter. The position peaked at $5.53K in Q3 2025. 343 funds tracked by Wall St. Rank hold MZTI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining The Marzetti Company position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 32 The Marzetti Company shares in Q4 2025, an estimated $5.53K.
  • Wealthspire Advisors (New York) first reported a position in The Marzetti Company in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s The Marzetti Company position peaked at $5.53K in Q3 2025.
  • 343 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.