Corient Private Wealth
CDZI icon

Corient Private Wealth’s Cadiz CDZI Stock Holding History

Corient Private Wealth’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
Q2 		$42.7K Buy
+10,213
New +$45.5K ﹤0.01% 3001
2025
Q2 		– Sell
-11,000
Closed -$44.2K – 2453
2025
Q1 		$44.2K Hold
11,000
– – ﹤0.01% 2234
2024
Q4 		$46.5K Buy
+11,000
New +$39.6K ﹤0.01% 2281

Other funds holding CDZI

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
WCM
Whitefort Capital Management New York $406M AUM 84.26% 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 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corient Private Wealth's CDZI Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Cadiz (CDZI) in Q2 2026: 10,213 shares worth $42.7K. The stake represents ﹤0.01% of the portfolio and ranks #3001 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in CDZI as recently as Q1 2025.

Corient Private Wealth first reported a position in CDZI in Q4 2024 and has held it in 3 quarters since. The position peaked at $46.5K in Q4 2024. 115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Corient Private Wealth held 10,213 shares of Cadiz worth $42.7K as of Q2 2026.
  • Cadiz was a new Corient Private Wealth position in Q2 2026.
  • Cadiz made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #3001 holding.
  • Corient Private Wealth first reported a position in Cadiz in Q4 2024 and has held it in 3 quarters since.
  • Corient Private Wealth's Cadiz position peaked at $46.5K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.