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Integrated Wealth Concepts’s Cadiz CDZI Stock Holding History

Integrated Wealth Concepts’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 		$3.72K Buy
+891
New +$3.97K ﹤0.01% 5110

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

Integrated Wealth Concepts's CDZI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Cadiz (CDZI) in Q2 2026: 891 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #5110 among its holdings.

115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Integrated Wealth Concepts held 891 shares of Cadiz worth $3.72K as of Q2 2026.
  • Cadiz was a new Integrated Wealth Concepts position in Q2 2026.
  • Cadiz made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5110 holding.
  • 115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

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