Envestnet Asset Management’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.33M | Sell |
41,544
-54
| -0.1% | -$1.68K | ﹤0.01% | 3440 |
|
|
2026
Q1 | $1.12M | Buy |
41,598
+1,665
| +4% | +$58.7K | ﹤0.01% | 3406 |
|
|
2025
Q4 | $2.01M | Sell |
39,933
-44,313
| -53% | -$2.33M | ﹤0.01% | 2822 |
|
|
2025
Q3 | $4.46M | Buy |
84,246
+7,950
| +10% | +$513K | ﹤0.01% | 2334 |
|
|
2025
Q2 | $5.47M | Sell |
76,296
-1,898
| -2% | -$137K | ﹤0.01% | 2140 |
|
|
2025
Q1 | $5.93M | Buy |
78,194
+3,230
| +4% | +$260K | ﹤0.01% | 2003 |
|
|
2024
Q4 | $6.13M | Buy |
74,964
+4,145
| +6% | +$310K | ﹤0.01% | 1964 |
|
|
2024
Q3 | $4.77M | Sell |
70,819
-12,444
| -15% | -$904K | ﹤0.01% | 2135 |
|
|
2024
Q2 | $6.17M | Buy |
83,263
+41,257
| +98% | +$3.12M | ﹤0.01% | 1880 |
|
|
2024
Q1 | $3.3M | Buy |
42,006
+1,472
| +4% | +$102K | ﹤0.01% | 2262 |
|
|
2023
Q4 | $2.54M | Buy |
40,534
+2,581
| +7% | +$146K | ﹤0.01% | 2319 |
|
|
2023
Q3 | $1.97M | Buy |
37,953
+14,606
| +63% | +$787K | ﹤0.01% | 2383 |
|
|
2023
Q2 | $1.24M | Buy |
23,347
+115
| +0.5% | +$5.92K | ﹤0.01% | 2581 |
|
|
2023
Q1 | $1.15M | Buy |
23,232
+2,213
| +11% | +$107K | ﹤0.01% | 2578 |
|
|
2022
Q4 | $985K | Buy |
21,019
+4,197
| +25% | +$199K | ﹤0.01% | 2656 |
|
|
2022
Q3 | $720K | Sell |
16,822
-925
| -5% | -$40.5K | ﹤0.01% | 2800 |
|
|
2022
Q2 | $709K | Buy |
17,747
+17
| +0.1% | +$687 | ﹤0.01% | 2852 |
|
|
2022
Q1 | $744K | Sell |
17,730
-2,541
| -13% | -$99.5K | ﹤0.01% | 2875 |
|
|
2021
Q4 | $793K | Buy |
20,271
+81
| +0.4% | +$3.02K | ﹤0.01% | 2783 |
|
|
2021
Q3 | $653K | Sell |
20,190
-49
| -0.2% | -$1.59K | ﹤0.01% | 2805 |
|
|
2021
Q2 | $663K | Sell |
20,239
-476
| -2% | -$15.9K | ﹤0.01% | 2804 |
|
|
2021
Q1 | $677K | Buy |
20,715
+1,457
| +8% | +$42.9K | ﹤0.01% | 2670 |
|
|
2020
Q4 | $512K | Buy |
19,258
+734
| +4% | +$18.1K | ﹤0.01% | 2648 |
|
|
2020
Q3 | $424K | Buy |
18,524
+1,698
| +10% | +$40.3K | ﹤0.01% | 2558 |
|
|
2020
Q2 | $403K | Buy |
16,826
+167
| +1% | +$3.79K | ﹤0.01% | 2528 |
|
|
2020
Q1 | $349K | Sell |
16,659
-4,302
| -21% | -$110K | ﹤0.01% | 2480 |
|
|
2019
Q4 | $565K | Buy |
20,961
+2,025
| +11% | +$52.7K | ﹤0.01% | 2384 |
|
|
2019
Q3 | $445K | Buy |
18,936
+3,211
| +20% | +$72.2K | ﹤0.01% | 2438 |
|
|
2019
Q2 | $308K | Buy |
15,725
+36
| +0.2% | +$722 | ﹤0.01% | 2648 |
|
|
2019
Q1 | $318K | Buy |
15,689
+4,543
| +41% | +$91.8K | ﹤0.01% | 2572 |
|
|
2018
Q4 | $220K | Buy |
+11,146
| New | +$238K | ﹤0.01% | 2631 |
|
|
2015
Q1 | – | Sell |
-5,127
| Closed | -$44K | – | 2072 |
|
|
2014
Q4 | $44K | Buy |
+5,127
| New | +$44.2K | ﹤0.01% | 1463 |
|
|
2014
Q2 | – | Sell |
-1,000
| Closed | -$9K | – | 2712 |
|
|
2014
Q1 | $9K | Buy |
+1,000
| New | +$8.98K | ﹤0.01% | 1912 |
|
Other funds holding CBZ
2C
PCP
Envestnet Asset Management's CBZ Position: Q2 2026 in Review
Envestnet Asset Management reduced its CBIZ (CBZ) stake by 0.13% in Q2 2026, selling an estimated $1.68K and leaving 41,544 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3440.
Envestnet Asset Management first reported a position in CBZ in Q1 2014 and has held it in 33 quarters since. The position peaked at $6.17M in Q2 2024. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.
- Envestnet Asset Management held 41,544 shares of CBIZ worth $1.33M as of Q2 2026.
- Envestnet Asset Management sold 54 CBIZ shares in Q2 2026, an estimated $1.68K.
- CBIZ made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3440 holding.
- Envestnet Asset Management first reported a position in CBIZ in Q1 2014 and has held it in 33 quarters since.
- Envestnet Asset Management's CBIZ position peaked at $6.17M in Q2 2024.
- 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.