Action Point Financial Planning’s The Marzetti Company MZTI Stock Holding History

Action Point Financial Planning’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	$2.06K	Buy	+18	New	+$2.16K	﹤0.01%	2254

Other funds holding MZTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's MZTI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in The Marzetti Company (MZTI) in Q2 2026: 18 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #2254 among its holdings.

332 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

Action Point Financial Planning held 18 shares of The Marzetti Company worth $2.06K as of Q2 2026.
The Marzetti Company was a new Action Point Financial Planning position in Q2 2026.
The Marzetti Company made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2254 holding.
332 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.