EverSource Wealth Advisors’s Cadiz CDZI Stock Holding History

EverSource Wealth 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
2026 Q2	$2.6K	Sell	621 -142	-19%	-$633	﹤0.01%	3614
2026 Q1	$3.75K	Buy	763 +684	+866%	+$3.74K	﹤0.01%	3397
2025 Q4	$443	Hold	79	–	–	﹤0.01%	3896
2025 Q3	$373	Sell	79 -56	-41%	-$196	﹤0.01%	4016
2025 Q2	$404	Buy	+135	New	+$388	﹤0.01%	3949
2024 Q1	–	Sell	-125	Closed	-$350	–	2910
2023 Q4	$350	Hold	125	–	–	﹤0.01%	2569
2023 Q3	$414	Hold	125	–	–	﹤0.01%	2413
2023 Q2	$508	Buy	+125	New	+$552	﹤0.01%	2351

Other funds holding CDZI

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

EverSource Wealth Advisors's CDZI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Cadiz (CDZI) stake by 19% in Q2 2026, selling an estimated $633 and leaving 621 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3614.

EverSource Wealth Advisors first reported a position in CDZI in Q2 2023 and has held it in 8 quarters since. The position peaked at $3.75K in Q1 2026. 115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

EverSource Wealth Advisors held 621 shares of Cadiz worth $2.6K as of Q2 2026.
EverSource Wealth Advisors sold 142 Cadiz shares in Q2 2026, an estimated $633.
Cadiz made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3614 holding.
EverSource Wealth Advisors first reported a position in Cadiz in Q2 2023 and has held it in 8 quarters since.
EverSource Wealth Advisors's Cadiz position peaked at $3.75K in Q1 2026.
115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.