MCM
CDZI icon

Morton Capital Management’s Cadiz CDZI Stock Holding History

Morton Capital 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 		– Sell
-24,887
Closed -$122K – 161
2026
Q1 		$122K Buy
24,887
+8,212
+49% +$44.9K 0.02% 136
2025
Q4 		$93.5K Hold
16,675
– – 0.01% 131
2025
Q3 		$78.7K Hold
16,675
– – 0.01% 130
2025
Q2 		$49.9K Hold
16,675
– – 0.01% 125
2025
Q1 		$48.9K Buy
+16,675
New +$73.3K 0.01% 111

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

Morton Capital Management's CDZI Position: Q2 2026 in Review

Morton Capital Management sold out of Cadiz (CDZI) in Q2 2026, closing a stake of 24,887 shares — an estimated $122K sold.

Morton Capital Management first reported a position in CDZI in Q1 2025 and held it in 5 quarters. The position peaked at $122K in Q1 2026. 116 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Morton Capital Management reported no remaining Cadiz position as of Q2 2026 after selling out during the quarter.
  • Morton Capital Management sold 24,887 Cadiz shares in Q2 2026, an estimated $122K.
  • Morton Capital Management first reported a position in Cadiz in Q1 2025 and held it in 5 quarters.
  • Morton Capital Management's Cadiz position peaked at $122K in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.