Dodds Wealth’s CBIZ CBZ Stock Holding History

Dodds 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 Q2	$434K	Hold	13,542	–	–	0.1%	40
2026 Q1	$364K	Buy	13,542 +4,800	+55%	+$169K	0.09%	44
2025 Q4	$441K	Hold	8,742	–	–	0.11%	38
2025 Q3	$463K	Hold	8,742	–	–	0.11%	37
2025 Q2	$627K	Hold	8,742	–	–	0.17%	33
2025 Q1	$663K	Hold	8,742	–	–	0.22%	34
2024 Q4	$741K	Hold	8,742	–	–	0.24%	32
2024 Q3	$558K	Hold	8,742	–	–	0.19%	35
2024 Q2	$646K	Hold	8,742	–	–	0.25%	31
2024 Q1	$686K	Hold	8,742	–	–	0.28%	28
2023 Q4	$547K	Buy	+8,742	New	+$494K	0.28%	30

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

Dodds Wealth's CBZ Position: Q2 2026 in Review

Dodds Wealth held its CBIZ (CBZ) position steady in Q2 2026 at 13,542 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #40.

Dodds Wealth first reported a position in CBZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $741K in Q4 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Dodds Wealth held 13,542 shares of CBIZ worth $434K as of Q2 2026.
Dodds Wealth left its CBIZ share count unchanged in Q2 2026.
CBIZ made up 0.1% of Dodds Wealth's portfolio in Q2 2026, its #40 holding.
Dodds Wealth first reported a position in CBIZ in Q4 2023 and has held it in 11 quarters since.
Dodds Wealth's CBIZ position peaked at $741K in Q4 2024.
258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

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