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Essential Partners’s Cadiz CDZI Stock Holding History

Essential Partners’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 		$17 Sell
4
-882
-100% -$3.93K ﹤0.01% 2833
2026
Q1 		$4.35K Buy
886
+854
+2,669% +$4.67K ﹤0.01% 1644
2025
Q4 		$180 Hold
32
– – ﹤0.01% 2453
2025
Q3 		$151 Buy
+32
New +$112 ﹤0.01% 2440

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Essential Partners's CDZI Position: Q2 2026 in Review

Essential Partners reduced its Cadiz (CDZI) stake by 100% in Q2 2026, selling an estimated $3.93K and leaving 4 shares worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #2833.

Essential Partners first reported a position in CDZI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.35K in Q1 2026. 115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Essential Partners held 4 shares of Cadiz worth $17 as of Q2 2026.
  • Essential Partners sold 882 Cadiz shares in Q2 2026, an estimated $3.93K.
  • Cadiz made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2833 holding.
  • Essential Partners first reported a position in Cadiz in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's Cadiz position peaked at $4.35K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.