Carson Wealth (CWM LLC)
CDZI icon

Carson Wealth (CWM LLC)’s Cadiz CDZI Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$94.8K Buy
19,303
+17,841
+1,220% +$97.5K ﹤0.01% 3320
2025
Q4 		$8K Buy
1,462
+471
+48% +$2.53K ﹤0.01% 4623
2025
Q3 		$5K Buy
991
+441
+80% +$1.54K ﹤0.01% 4714
2025
Q2 		$2K Sell
550
-5
-0.9% -$14 ﹤0.01% 4858
2025
Q1 		$2K Buy
555
+73
+15% +$321 ﹤0.01% 4729
2024
Q4 		$3K Buy
482
+275
+133% +$991 ﹤0.01% 4388
2024
Q3 		$1K Buy
207
+110
+113% +$358 ﹤0.01% 4532
2024
Q2 		$0 Buy
+97
New +$263 ﹤0.01% 4617
2022
Q2 		– Sell
-888
Closed -$2K – 3808
2022
Q1 		$2K Buy
+888
New +$2.24K ﹤0.01% 3145

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CDZI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Cadiz (CDZI) stake by 1,220% in Q1 2026, buying an estimated $97.5K and bringing the position to 19,303 shares worth $94.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3320.

Carson Wealth (CWM LLC) first reported a position in CDZI in Q1 2022 and has held it in 9 quarters since. 140 funds tracked by Wall St. Rank hold CDZI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,303 shares of Cadiz worth $94.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 17,841 Cadiz shares in Q1 2026, an estimated $97.5K.
  • Cadiz made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3320 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cadiz in Q1 2022 and has held it in 9 quarters since.
  • 140 funds tracked by Wall St. Rank held Cadiz as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.