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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
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

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

Mindset Wealth Management's CDZI Position: Q2 2026 in Review

Mindset Wealth Management held its Cadiz (CDZI) position steady in Q2 2026 at 40,000 shares worth $167K. The position accounts for 0.03% of the portfolio, ranked #185.

Mindset Wealth Management first reported a position in CDZI in Q3 2024 and has held it in 8 quarters since. The position peaked at $213K in Q4 2024. 116 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Mindset Wealth Management held 40,000 shares of Cadiz worth $167K as of Q2 2026.
  • Mindset Wealth Management left its Cadiz share count unchanged in Q2 2026.
  • Cadiz made up 0.03% of Mindset Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Mindset Wealth Management first reported a position in Cadiz in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's Cadiz position peaked at $213K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.