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
Q2 		$260 Hold
2
– – ﹤0.01% 745
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Westfuller Advisors's MZTI Position: Q2 2026 in Review

Westfuller Advisors held its The Marzetti Company (MZTI) position steady in Q2 2026 at 2 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Westfuller Advisors first reported a position in MZTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1K in Q3 2025. 335 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Westfuller Advisors held 2 shares of The Marzetti Company worth $260 as of Q2 2026.
  • Westfuller Advisors left its The Marzetti Company share count unchanged in Q2 2026.
  • The Marzetti Company made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #745 holding.
  • Westfuller Advisors first reported a position in The Marzetti Company in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's The Marzetti Company position peaked at $1K in Q3 2025.
  • 335 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.