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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
Q2 		$2.28K Sell
20
-287
-93% -$34.5K ﹤0.01% 2446
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 $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 $3.38T AUM 44.17% 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

Pinnacle Wealth Planning Services's MZTI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its The Marzetti Company (MZTI) stake by 93% in Q2 2026, selling an estimated $34.5K and leaving 20 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Pinnacle Wealth Planning Services first reported a position in MZTI in Q4 2020 and has held it in 4 quarters since. The position peaked at $50.5K in Q4 2025. 335 funds tracked by Wall St. Rank hold MZTI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 20 shares of The Marzetti Company worth $2.28K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 287 The Marzetti Company shares in Q2 2026, an estimated $34.5K.
  • The Marzetti Company made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2446 holding.
  • Pinnacle Wealth Planning Services first reported a position in The Marzetti Company in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's The Marzetti Company position peaked at $50.5K in Q4 2025.
  • 335 funds tracked by Wall St. Rank held The Marzetti Company as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.