ORG Wealth Partners’s The Marzetti Company MZTI Stock Holding History

ORG Wealth Partners’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	$396	Buy	+4	New	+$436	﹤0.01%	2153

Other funds holding MZTI

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

ORG Wealth Partners's MZTI Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in The Marzetti Company (MZTI) in Q3 2026: 4 shares worth $396. The stake represents ﹤0.01% of the portfolio and ranks #2153 among its holdings.

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

ORG Wealth Partners held 4 shares of The Marzetti Company worth $396 as of Q3 2026.
The Marzetti Company was a new ORG Wealth Partners position in Q3 2026.
The Marzetti Company made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2153 holding.
222 funds tracked by Wall St. Rank held The Marzetti Company as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.