HWM
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Hemington Wealth Management’s CBIZ CBZ Stock Holding History

Hemington 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
2025
Q3 		– Sell
-4
Closed – – 1547
2025
Q2 		$0 Sell
4
-21
-84% -$1.52K ﹤0.01% 1526
2025
Q1 		$1K Buy
25
+3
+14% +$241 ﹤0.01% 1371
2024
Q4 		$1K Buy
22
+8
+57% +$598 ﹤0.01% 1372
2024
Q3 		$0 Buy
+14
New +$1.02K ﹤0.01% 1507

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hemington Wealth Management's CBZ Position: Q3 2025 in Review

Hemington Wealth Management sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 4 shares.

Hemington Wealth Management first reported a position in CBZ in Q3 2024 and held it in 4 quarters. The position peaked at $1K in Q1 2025. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Hemington Wealth Management reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Hemington Wealth Management sold 4 CBIZ shares in Q3 2025.
  • Hemington Wealth Management first reported a position in CBIZ in Q3 2024 and held it in 4 quarters.
  • Hemington Wealth Management's CBIZ position peaked at $1K in Q1 2025.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.