WA
MZTI

Westfuller Advisors’s The Marzetti Company MZTI Stock Holding History

Westfuller 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 		$313 Sell
2
-4
-67% -$637 ﹤0.01% 725
2025
Q4 		$959 Hold
6
– – ﹤0.01% 718
2025
Q3 		$1K Buy
+6
New +$1.08K ﹤0.01% 708

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

Westfuller Advisors's MZTI Position: Q1 2026 in Review

Westfuller Advisors reduced its The Marzetti Company (MZTI) stake by 67% in Q1 2026, selling an estimated $637 and leaving 2 shares worth $313. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Westfuller Advisors first reported a position in MZTI in Q3 2025 and has held it in 3 quarters since. The position peaked at $1K in Q3 2025. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Westfuller Advisors held 2 shares of The Marzetti Company worth $313 as of Q1 2026.
  • Westfuller Advisors sold 4 The Marzetti Company shares in Q1 2026, an estimated $637.
  • The Marzetti Company made up ﹤0.01% of Westfuller Advisors's portfolio in Q1 2026, its #725 holding.
  • Westfuller Advisors first reported a position in The Marzetti Company in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's The Marzetti Company position peaked at $1K in Q3 2025.
  • 361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.