Clear Wave Wealth Management’s CBIZ CBZ Stock Holding History

Clear Wave 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	$261K	Hold	8,133	–	–	0.05%	158
2026 Q1	$218K	Buy	+8,133	New	+$287K	0.05%	159

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

Clear Wave Wealth Management's CBZ Position: Q2 2026 in Review

Clear Wave Wealth Management held its CBIZ (CBZ) position steady in Q2 2026 at 8,133 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #158.

Clear Wave Wealth Management first reported a position in CBZ in Q1 2026 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Clear Wave Wealth Management held 8,133 shares of CBIZ worth $261K as of Q2 2026.
Clear Wave Wealth Management left its CBIZ share count unchanged in Q2 2026.
CBIZ made up 0.05% of Clear Wave Wealth Management's portfolio in Q2 2026, its #158 holding.
Clear Wave Wealth Management first reported a position in CBIZ in Q1 2026 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Clear Wave Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.