Superior Planning, LLC’s The Marzetti Company MZTI Stock Holding History

Superior Planning, 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 Q3	$2.78K	Buy	+28	New	+$3.05K	﹤0.01%	1445

Other funds holding MZTI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's MZTI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in The Marzetti Company (MZTI) in Q3 2026: 28 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #1445 among its holdings.

204 funds tracked by Wall St. Rank hold MZTI as of Q3 2026.

Superior Planning, LLC held 28 shares of The Marzetti Company worth $2.78K as of Q3 2026.
The Marzetti Company was a new Superior Planning, LLC position in Q3 2026.
The Marzetti Company made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1445 holding.
204 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.