FAM
MZTI

Fulcrum Asset Management’s The Marzetti Company MZTI Stock Holding History

Fulcrum Asset Management’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 		$462 Buy
+4
New +$481 ﹤0.01% 997

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

Fulcrum Asset Management's MZTI Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in The Marzetti Company (MZTI) in Q2 2026: 4 shares worth $462. The stake represents ﹤0.01% of the portfolio and ranks #997 among its holdings.

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

  • Fulcrum Asset Management held 4 shares of The Marzetti Company worth $462 as of Q2 2026.
  • The Marzetti Company was a new Fulcrum Asset Management position in Q2 2026.
  • The Marzetti Company made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #997 holding.
  • 334 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.