Mindset Wealth Management
CDZI icon

Mindset Wealth Management’s Cadiz CDZI Stock Holding History

Mindset Wealth Management’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 		$200K Buy
51,000
+11,000
+28% +$40K 0.04% 194
2026
Q2 		$167K Hold
40,000
– – 0.03% 185
2026
Q1 		$196K Buy
40,000
+2,000
+5% +$10.9K 0.05% 170
2025
Q4 		$213K Sell
38,000
-6,000
-14% -$32.2K 0.06% 169
2025
Q3 		$208K Hold
44,000
– – 0.06% 165
2025
Q2 		$132K Buy
44,000
+3,000
+7% +$8.62K 0.04% 148
2025
Q1 		$120K Hold
41,000
– – 0.05% 142
2024
Q4 		$213K Hold
41,000
– – 0.08% 124
2024
Q3 		$124K Buy
+41,000
New +$133K 0.05% 122

Other funds holding CDZI

Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
HCR Wealth Advisors
HCR Wealth Advisors Los Angeles, California $1.27B AUM 24.42% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Mindset Wealth Management's CDZI Position: Q3 2026 in Review

Mindset Wealth Management increased its Cadiz (CDZI) stake by 28% in Q3 2026, buying an estimated $40K and bringing the position to 51,000 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #194.

Mindset Wealth Management first reported a position in CDZI in Q3 2024 and has held it in 9 quarters since. The position peaked at $213K in Q4 2024. 9 funds tracked by Wall St. Rank hold CDZI as of Q3 2026.

  • Mindset Wealth Management held 51,000 shares of Cadiz worth $200K as of Q3 2026.
  • Mindset Wealth Management bought 11,000 Cadiz shares in Q3 2026, an estimated $40K.
  • Cadiz made up 0.04% of Mindset Wealth Management's portfolio in Q3 2026, its #194 holding.
  • Mindset Wealth Management first reported a position in Cadiz in Q3 2024 and has held it in 9 quarters since.
  • Mindset Wealth Management's Cadiz position peaked at $213K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Cadiz as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.