Capstone Investment Advisors
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Capstone Investment Advisors’s Cadiz CDZI Stock Holding History

Capstone Investment Advisors’s Portfolio CDZI Stock Details CDZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-437,038
Closed -$2.06M – 1644
2025
Q3 		$2.06M Hold
437,038
– – ﹤0.01% 752
2025
Q2 		$1.31M Hold
437,038
– – ﹤0.01% 773
2025
Q1 		$1.28M Hold
437,038
– – ﹤0.01% 813
2024
Q4 		$2.27M Sell
437,038
-1,282,862
-75% -$4.62M 0.01% 811
2024
Q3 		$5.21M Sell
1,719,900
-260,100
-13% -$846K 0.02% 443
2024
Q2 		$6.12M Sell
1,980,000
-70,000
-3% -$190K 0.02% 408
2024
Q1 		$5.95M Hold
2,050,000
– – 0.02% 388
2023
Q4 		$5.74M Buy
2,050,000
+1,324
+0.1% +$3.99K 0.02% 489
2023
Q3 		$6.78M Buy
2,048,676
+398,676
+24% +$1.53M 0.03% 359
2023
Q2 		$6.7M Buy
1,650,000
+485,113
+42% +$2.14M 0.03% 318
2023
Q1 		$4.71M Buy
1,164,887
+380,961
+49% +$1.54M 0.02% 378
2022
Q4 		$1.96M Buy
+783,926
New +$1.63M 0.01% 718

Other funds holding CDZI

WCM
Whitefort Capital Management New York $406M AUM 84.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $165M AUM 34.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capstone Investment Advisors's CDZI Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Cadiz (CDZI) in Q4 2025, closing a stake of 437,038 shares — an estimated $2.06M sold.

Capstone Investment Advisors first reported a position in CDZI in Q4 2022 and held it in 12 quarters. The position peaked at $6.78M in Q3 2023. 121 funds tracked by Wall St. Rank hold CDZI as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Cadiz position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 437,038 Cadiz shares in Q4 2025, an estimated $2.06M.
  • Capstone Investment Advisors first reported a position in Cadiz in Q4 2022 and held it in 12 quarters.
  • Capstone Investment Advisors's Cadiz position peaked at $6.78M in Q3 2023.
  • 121 funds tracked by Wall St. Rank held Cadiz as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.