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Retirement Planning Group (Kansas)’s The Marzetti Company MZTI Stock Holding History

Retirement Planning Group (Kansas)’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
2025
Q4 		– Sell
-5,329
Closed -$921K – 429
2025
Q3 		$921K Hold
5,329
– – 0.03% 192
2025
Q2 		$921K Buy
5,329
+9
+0.2% +$1.55K 0.04% 154
2025
Q1 		$931K Sell
5,320
-148
-3% -$26.7K 0.04% 138
2024
Q4 		$947K Buy
5,468
+3
+0.1% +$549 0.05% 129
2024
Q3 		$965K Buy
+5,465
New +$1.01M 0.05% 124

Other funds holding MZTI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Retirement Planning Group (Kansas)'s MZTI Position: Q4 2025 in Review

Retirement Planning Group (Kansas) sold out of The Marzetti Company (MZTI) in Q4 2025, closing a stake of 5,329 shares — an estimated $921K sold.

Retirement Planning Group (Kansas) first reported a position in MZTI in Q3 2024 and held it in 5 quarters. The position peaked at $965K in Q3 2024. 345 funds tracked by Wall St. Rank hold MZTI as of Q4 2025.

  • Retirement Planning Group (Kansas) reported no remaining The Marzetti Company position as of Q4 2025 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 5,329 The Marzetti Company shares in Q4 2025, an estimated $921K.
  • Retirement Planning Group (Kansas) first reported a position in The Marzetti Company in Q3 2024 and held it in 5 quarters.
  • Retirement Planning Group (Kansas)'s The Marzetti Company position peaked at $965K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2025.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2025, filed 3 Feb 2026.