Fidelity Investments’s CBIZ CBZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $202M | Buy |
7,511,043
+378,136
| +5% | +$13.3M | 0.01% | 852 |
|
|
2025
Q4 | $360M | Buy |
7,132,907
+4,110,627
| +136% | +$216M | 0.02% | 630 |
|
|
2025
Q3 | $160M | Buy |
3,022,280
+1,161,377
| +62% | +$74.9M | 0.01% | 946 |
|
|
2025
Q2 | $133M | Buy |
1,860,903
+824,931
| +80% | +$59.7M | 0.01% | 996 |
|
|
2025
Q1 | $78.6M | Buy |
1,035,972
+57,091
| +6% | +$4.59M | 0.01% | 1187 |
|
|
2024
Q4 | $80.1M | Buy |
978,881
+384,221
| +65% | +$28.7M | ﹤0.01% | 1203 |
|
|
2024
Q3 | $40M | Buy |
594,660
+127,822
| +27% | +$9.29M | ﹤0.01% | 1467 |
|
|
2024
Q2 | $34.6M | Buy |
466,838
+4,741
| +1% | +$358K | ﹤0.01% | 1453 |
|
|
2024
Q1 | $36.3M | Buy |
462,097
+4,247
| +0.9% | +$295K | ﹤0.01% | 1445 |
|
|
2023
Q4 | $28.7M | Buy |
457,850
+19,721
| +5% | +$1.11M | ﹤0.01% | 1492 |
|
|
2023
Q3 | $22.7M | Sell |
438,129
-36,303
| -8% | -$1.96M | ﹤0.01% | 1542 |
|
|
2023
Q2 | $25.3M | Buy |
474,432
+397,976
| +521% | +$20.5M | ﹤0.01% | 1548 |
|
|
2023
Q1 | $3.78M | Buy |
76,456
+5,273
| +7% | +$254K | ﹤0.01% | 2178 |
|
|
2022
Q4 | $3.33M | Buy |
71,183
+17,029
| +31% | +$809K | ﹤0.01% | 2234 |
|
|
2022
Q3 | $2.32M | Buy |
54,154
+1,289
| +2% | +$56.4K | ﹤0.01% | 2394 |
|
|
2022
Q2 | $2.11M | Buy |
52,865
+1,318
| +3% | +$53.2K | ﹤0.01% | 2484 |
|
|
2022
Q1 | $2.16M | Buy |
51,547
+11,411
| +28% | +$447K | ﹤0.01% | 2585 |
|
|
2021
Q4 | $1.57M | Buy |
40,136
+1,950
| +5% | +$72.7K | ﹤0.01% | 2613 |
|
|
2021
Q3 | $1.24M | Sell |
38,186
-19,797
| -34% | -$644K | ﹤0.01% | 2659 |
|
|
2021
Q2 | $1.9M | Sell |
57,983
-88,554
| -60% | -$2.96M | ﹤0.01% | 2558 |
|
|
2021
Q1 | $4.79M | Sell |
146,537
-26,467
| -15% | -$780K | ﹤0.01% | 2269 |
|
|
2020
Q4 | $4.6M | Sell |
173,004
-1,348,477
| -89% | -$33.2M | ﹤0.01% | 2200 |
|
|
2020
Q3 | $34.8M | Sell |
1,521,481
-843,834
| -36% | -$20M | ﹤0.01% | 1334 |
|
|
2020
Q2 | $56.7M | Sell |
2,365,315
-1,912,531
| -45% | -$43.4M | 0.01% | 1112 |
|
|
2020
Q1 | $89.5M | Sell |
4,277,846
-1,347,210
| -24% | -$34.3M | 0.01% | 800 |
|
|
2019
Q4 | $152M | Sell |
5,625,056
-966,708
| -15% | -$25.2M | 0.02% | 750 |
|
|
2019
Q3 | $155M | Sell |
6,591,764
-1,504,676
| -19% | -$33.8M | 0.02% | 713 |
|
|
2019
Q2 | $159M | Buy |
8,096,440
+76,444
| +1% | +$1.53M | 0.02% | 728 |
|
|
2019
Q1 | $162M | Sell |
8,019,996
-239,037
| -3% | -$4.83M | 0.02% | 722 |
|
|
2018
Q4 | $163M | Buy |
8,259,033
+330,353
| +4% | +$7.06M | 0.02% | 661 |
|
|
2018
Q3 | $188M | Buy |
7,928,680
+1,172,628
| +17% | +$27.2M | 0.02% | 691 |
|
|
2018
Q2 | $155M | Buy |
6,756,052
+2,234,269
| +49% | +$45.2M | 0.02% | 761 |
|
|
2018
Q1 | $82.5M | Buy |
4,521,783
+587,519
| +15% | +$10.2M | 0.01% | 1064 |
|
|
2017
Q4 | $60.8M | Sell |
3,934,264
-629,402
| -14% | -$9.9M | 0.01% | 1207 |
|
|
2017
Q3 | $74.2M | Sell |
4,563,666
-666,151
| -13% | -$10M | 0.01% | 1113 |
|
|
2017
Q2 | $78.4M | Sell |
5,229,817
-658,251
| -11% | -$9.86M | 0.01% | 1092 |
|
|
2017
Q1 | $79.8M | Sell |
5,888,068
-629,811
| -10% | -$8.46M | 0.01% | 1084 |
|
|
2016
Q4 | $89.3M | Buy |
6,517,879
+166,152
| +3% | +$2.01M | 0.01% | 1043 |
|
|
2016
Q3 | $71.1M | Buy |
6,351,727
+102,953
| +2% | +$1.14M | 0.01% | 1145 |
|
|
2016
Q2 | $65M | Sell |
6,248,774
-68,808
| -1% | -$708K | 0.01% | 1166 |
|
|
2016
Q1 | $63.7M | Buy |
6,317,582
+176,577
| +3% | +$1.79M | 0.01% | 1147 |
|
|
2015
Q4 | $60.5M | Sell |
6,141,005
-1,701,784
| -22% | -$18M | 0.01% | 1190 |
|
|
2015
Q3 | $77M | Buy |
7,842,789
+458,023
| +6% | +$4.47M | 0.01% | 1072 |
|
|
2015
Q2 | $71.2M | Sell |
7,384,766
-6,136
| -0.1% | -$57.3K | 0.01% | 1188 |
|
|
2015
Q1 | $69M | Sell |
7,390,902
-7,518
| -0.1% | -$65.7K | 0.01% | 1203 |
|
|
2014
Q4 | $63.3M | Buy |
7,398,420
+39,235
| +0.5% | +$339K | 0.01% | 1222 |
|
|
2014
Q3 | $57.9M | Sell |
7,359,185
-58,981
| -0.8% | -$503K | 0.01% | 1237 |
|
|
2014
Q2 | $67M | Buy |
7,418,166
+573,827
| +8% | +$5M | 0.01% | 1218 |
|
|
2014
Q1 | $62.7M | Buy |
6,844,339
+2,529,978
| +59% | +$22.7M | 0.01% | 1216 |
|
|
2013
Q4 | $39.3M | Buy |
4,314,361
+167,261
| +4% | +$1.41M | 0.01% | 1436 |
|
|
2013
Q3 | $30.9M | Sell |
4,147,100
-125,585
| -3% | -$901K | ﹤0.01% | 1508 |
|
|
2013
Q2 | $28.7M | Buy |
+4,272,685
| New | +$27.7M | ﹤0.01% | 1506 |
|
Other funds holding CBZ
2C
VCM
VPM
PCP
Fidelity Investments's CBZ Position: Q1 2026 in Review
Fidelity Investments increased its CBIZ (CBZ) stake by 5.3% in Q1 2026, buying an estimated $13.3M and bringing the position to 7,511,043 shares worth $202M. The position accounts for 0.01% of the portfolio, ranked #852.
Fidelity Investments first reported a position in CBZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $360M in Q4 2025. 263 funds tracked by Wall St. Rank hold CBZ as of Q1 2026.
- Fidelity Investments held 7,511,043 shares of CBIZ worth $202M as of Q1 2026.
- Fidelity Investments bought 378,136 CBIZ shares in Q1 2026, an estimated $13.3M.
- CBIZ made up 0.01% of Fidelity Investments's portfolio in Q1 2026, its #852 holding.
- Fidelity Investments first reported a position in CBIZ in Q2 2013 and has held it in 52 quarters since.
- Fidelity Investments's CBIZ position peaked at $360M in Q4 2025.
- 263 funds tracked by Wall St. Rank held CBIZ as of Q1 2026.
Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.