Lido Advisors
CDZI icon

Lido Advisors’s Cadiz CDZI Stock Holding History

Lido 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 		$83.6K Hold
20,000
– – ﹤0.01% 2060
2026
Q1 		$98.2K Sell
20,000
-17,081
-46% -$93.3K ﹤0.01% 1862
2025
Q4 		$193K Hold
37,081
– – ﹤0.01% 1780
2025
Q3 		$175K Sell
37,081
-19
-0.1% -$66 ﹤0.01% 1697
2025
Q2 		$111K Buy
37,100
+20,000
+117% +$57.5K ﹤0.01% 1582
2025
Q1 		$50.1K Hold
17,100
– – ﹤0.01% 1474
2024
Q4 		$88.9K Hold
17,100
– – ﹤0.01% 1454
2024
Q3 		$51.8K Hold
17,100
– – ﹤0.01% 1427
2024
Q2 		$52.8K Buy
+17,100
New +$46.4K ﹤0.01% 1375

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

Lido Advisors's CDZI Position: Q2 2026 in Review

Lido Advisors held its Cadiz (CDZI) position steady in Q2 2026 at 20,000 shares worth $83.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Lido Advisors first reported a position in CDZI in Q2 2024 and has held it in 9 quarters since. The position peaked at $193K in Q4 2025. 116 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Lido Advisors held 20,000 shares of Cadiz worth $83.6K as of Q2 2026.
  • Lido Advisors left its Cadiz share count unchanged in Q2 2026.
  • Cadiz made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #2060 holding.
  • Lido Advisors first reported a position in Cadiz in Q2 2024 and has held it in 9 quarters since.
  • Lido Advisors's Cadiz position peaked at $193K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.