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Rothschild Investment LLC’s Cadiz CDZI Stock Holding History

Rothschild Investment LLC’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 		$401 Sell
96
-144
-60% -$642 ﹤0.01% 3317
2026
Q1 		$1.18K Buy
240
+231
+2,567% +$1.26K ﹤0.01% 2799
2025
Q4 		$50 Buy
+9
New +$48 ﹤0.01% 3268

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rothschild Investment LLC's CDZI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Cadiz (CDZI) stake by 60% in Q2 2026, selling an estimated $642 and leaving 96 shares worth $401. The position accounts for ﹤0.01% of the portfolio, ranked #3317.

Rothschild Investment LLC first reported a position in CDZI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18K in Q1 2026. 115 funds tracked by Wall St. Rank hold CDZI as of Q2 2026.

  • Rothschild Investment LLC held 96 shares of Cadiz worth $401 as of Q2 2026.
  • Rothschild Investment LLC sold 144 Cadiz shares in Q2 2026, an estimated $642.
  • Cadiz made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3317 holding.
  • Rothschild Investment LLC first reported a position in Cadiz in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's Cadiz position peaked at $1.18K in Q1 2026.
  • 115 funds tracked by Wall St. Rank held Cadiz as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.