HCR Wealth Advisors
CDZI icon

HCR Wealth Advisors’s Cadiz CDZI Stock Holding History

HCR 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
Q3 		$345K Hold
88,000
– – 0.03% 193
2026
Q2 		$368K Sell
88,000
-50,000
-36% -$223K 0.03% 189
2026
Q1 		$678K Buy
138,000
+56,564
+69% +$309K 0.07% 130
2025
Q4 		$457K Buy
81,436
+6,562
+9% +$35.2K 0.05% 162
2025
Q3 		$355K Buy
74,874
+25,874
+53% +$90.4K 0.04% 178
2025
Q2 		$147K Sell
49,000
-562,750
-92% -$1.62M 0.02% 230
2025
Q1 		$1.79M Buy
611,750
+83,750
+16% +$368K 0.23% 65
2024
Q4 		$2.75M Buy
528,000
+72,079
+16% +$260K 0.34% 50
2024
Q3 		$1.38M Buy
455,921
+89,234
+24% +$290K 0.18% 86
2024
Q2 		$1.13M Buy
366,687
+284,766
+348% +$774K 0.16% 87
2024
Q1 		$238K Buy
81,921
+10,762
+15% +$29.6K 0.04% 195
2023
Q4 		$199K Hold
71,159
– – 0.03% 202
2023
Q3 		$236K Buy
71,159
+15,822
+29% +$60.6K 0.05% 146
2023
Q2 		$225K Sell
55,337
-40,613
-42% -$179K 0.04% 160
2023
Q1 		$388K Hold
95,950
– – 0.08% 126
2022
Q4 		$240K Buy
+95,950
New +$200K 0.05% 151

Other funds holding CDZI

Levin Capital Strategies
Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Delta Investment Management
Delta Investment Management San Francisco, California $619M AUM 18.05% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Mindset Wealth Management
Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

HCR Wealth Advisors's CDZI Position: Q3 2026 in Review

HCR Wealth Advisors held its Cadiz (CDZI) position steady in Q3 2026 at 88,000 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #193.

HCR Wealth Advisors first reported a position in CDZI in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.75M in Q4 2024. 34 funds tracked by Wall St. Rank hold CDZI as of Q3 2026.

  • HCR Wealth Advisors held 88,000 shares of Cadiz worth $345K as of Q3 2026.
  • HCR Wealth Advisors left its Cadiz share count unchanged in Q3 2026.
  • Cadiz made up 0.03% of HCR Wealth Advisors's portfolio in Q3 2026, its #193 holding.
  • HCR Wealth Advisors first reported a position in Cadiz in Q4 2022 and has held it in 16 quarters since.
  • HCR Wealth Advisors's Cadiz position peaked at $2.75M in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Cadiz as of Q3 2026.

Based on HCR Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.