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Creative Planning MZTI Position History
The Marzetti Company • Manufacturing
Quarters held
8
Latest value
$5M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q3 2025 | $27K |
| Q4 2025 | $2.2M |
| Q1 2026 | $2.3M |
| Q2 2026 | $44K |
| Q2 2026 | $6M |
| Q3 2026 | $21K |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 50.3K | — | — |
| Q3 2026 | $21K | 207 | — | — |
| Q2 2026 | $6M | 53.0K | — | — |
| Q2 2026 | $44K | 384 | — | — |
| Q1 2026 | $2.3M | 16.7K | — | — |
| Q4 2025 | $2.2M | 13.2K | — | — |
| Q3 2025 | $27K | 155 | — | — |
| Q3 2025 | $1.9M | 10.9K | — | — |
Other funds holding MZTI
$526.4M
$287.2M
$144.7M
$136.6M
$136.6M
$119.7M
$119.7M
$114.2M