PWPS
MZTI

Pinnacle Wealth Planning Services’s The Marzetti Company MZTI Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$42.5K Hold
307
– – ﹤0.01% 1288
2025
Q4 		$50.5K Buy
+307
New +$51.2K 0.01% 1193
2021
Q1 		– Sell
-52
Closed -$10K – 1214
2020
Q4 		$10K Buy
+52
New +$9.06K ﹤0.01% 1392

Other funds holding MZTI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Pinnacle Wealth Planning Services's MZTI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its The Marzetti Company (MZTI) position steady in Q1 2026 at 307 shares worth $42.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Pinnacle Wealth Planning Services first reported a position in MZTI in Q4 2020 and has held it in 3 quarters since. The position peaked at $50.5K in Q4 2025. 361 funds tracked by Wall St. Rank hold MZTI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 307 shares of The Marzetti Company worth $42.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its The Marzetti Company share count unchanged in Q1 2026.
  • The Marzetti Company made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1288 holding.
  • Pinnacle Wealth Planning Services first reported a position in The Marzetti Company in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's The Marzetti Company position peaked at $50.5K in Q4 2025.
  • 361 funds tracked by Wall St. Rank held The Marzetti Company as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.