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DiNuzzo Private Wealth’s CBIZ CBZ Stock Holding History

DiNuzzo Private Wealth’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
Q1 		– Sell
-4
Closed -$202 – 1351
2025
Q4 		$202 Sell
4
-1
-20% -$53 ﹤0.01% 1262
2025
Q3 		$323 Hold
5
– – ﹤0.01% 1191
2025
Q2 		$359 Sell
5
-1
-17% -$72 ﹤0.01% 1157
2025
Q1 		$456 Hold
6
– – ﹤0.01% 1082
2024
Q4 		$491 Hold
6
– – ﹤0.01% 1088
2024
Q3 		$404 Hold
6
– – ﹤0.01% 1170
2024
Q2 		$445 Buy
6
+1
+20% +$76 ﹤0.01% 1072
2024
Q1 		$393 Hold
5
– – ﹤0.01% 1049
2023
Q4 		$313 Buy
+5
New +$282 ﹤0.01% 1119

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

DiNuzzo Private Wealth's CBZ Position: Q1 2026 in Review

DiNuzzo Private Wealth sold out of CBIZ (CBZ) in Q1 2026, closing a stake of 4 shares — an estimated $202 sold.

DiNuzzo Private Wealth first reported a position in CBZ in Q4 2023 and held it in 9 quarters. The position peaked at $491 in Q4 2024. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.

  • DiNuzzo Private Wealth reported no remaining CBIZ position as of Q1 2026 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 4 CBIZ shares in Q1 2026, an estimated $202.
  • DiNuzzo Private Wealth first reported a position in CBIZ in Q4 2023 and held it in 9 quarters.
  • DiNuzzo Private Wealth's CBIZ position peaked at $491 in Q4 2024.
  • 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2026, filed 8 Apr 2026.