Chicago Wealth Management’s CBIZ CBZ Stock Holding History

Chicago Wealth Management’s Portfolio CBZ Stock Details CBZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$449K	Hold	14,000	–	–	0.16%	50
2026 Q1	$376K	Hold	14,000	–	–	0.15%	51
2025 Q4	$706K	Hold	14,000	–	–	0.28%	38
2025 Q3	$741K	Hold	14,000	–	–	0.32%	33
2025 Q2	$1M	Hold	14,000	–	–	0.48%	26
2025 Q1	$1.06M	Hold	14,000	–	–	0.56%	25
2024 Q4	$1.15M	Hold	14,000	–	–	0.6%	27
2024 Q3	$942K	Hold	14,000	–	–	0.5%	29
2024 Q2	$1.04M	Hold	14,000	–	–	0.6%	26
2024 Q1	$1.1M	Sell	14,000 -3,000	-18%	-$209K	0.65%	26
2023 Q4	$1.06M	Hold	17,000	–	–	0.73%	22
2023 Q3	$882K	Hold	17,000	–	–	0.7%	22
2023 Q2	$906K	Sell	17,000 -5,000	-23%	-$257K	0.69%	21
2023 Q1	$1.09M	Hold	22,000	–	–	0.87%	20
2022 Q4	$1.03M	Hold	22,000	–	–	0.89%	17
2022 Q3	$941K	Hold	22,000	–	–	0.9%	16
2022 Q2	$879K	Hold	22,000	–	–	0.79%	15
2022 Q1	$923K	Sell	22,000 -5,000	-19%	-$196K	0.62%	26
2021 Q4	$1.06M	Hold	27,000	–	–	0.71%	24
2021 Q3	$873K	Hold	27,000	–	–	0.64%	23
2021 Q2	$885K	Hold	27,000	–	–	0.64%	23
2021 Q1	$882K	Sell	27,000 -8,817	-25%	-$260K	0.7%	22
2020 Q4	$953K	Sell	35,817 -1,000	-3%	-$24.6K	0.88%	17
2020 Q3	$842K	Hold	36,817	–	–	0.95%	18
2020 Q2	$883K	Hold	36,817	–	–	1.08%	17
2020 Q1	$770K	Hold	36,817	–	–	0.91%	6
2019 Q4	$993K	Buy	+36,817	New	+$958K	0.96%	19

Other funds holding CBZ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

22C Capital Boca Raton, Florida $103M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCP

P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return

Chicago Wealth Management's CBZ Position: Q2 2026 in Review

Chicago Wealth Management held its CBIZ (CBZ) position steady in Q2 2026 at 14,000 shares worth $449K. The position accounts for 0.16% of the portfolio, ranked #50.

Chicago Wealth Management first reported a position in CBZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.15M in Q4 2024. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Chicago Wealth Management held 14,000 shares of CBIZ worth $449K as of Q2 2026.
Chicago Wealth Management left its CBIZ share count unchanged in Q2 2026.
CBIZ made up 0.16% of Chicago Wealth Management's portfolio in Q2 2026, its #50 holding.
Chicago Wealth Management first reported a position in CBIZ in Q4 2019 and has held it in 27 quarters since.
Chicago Wealth Management's CBIZ position peaked at $1.15M in Q4 2024.
260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.