Manchester Capital Management’s CBIZ CBZ Stock Holding History

Manchester Capital 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
2026 Q2	$706	Hold	22	–	–	﹤0.01%	1217
2026 Q1	$591	Buy	+22	New	+$776	﹤0.01%	1217
2025 Q4	–	Sell	-46	Closed	-$2.44K	–	1364
2025 Q3	$2.44K	Hold	46	–	–	﹤0.01%	1055
2025 Q2	$3.3K	Hold	46	–	–	﹤0.01%	948
2025 Q1	$3.49K	Hold	46	–	–	﹤0.01%	948
2024 Q4	$3.77K	Hold	46	–	–	﹤0.01%	928
2024 Q3	$3.1K	Hold	46	–	–	﹤0.01%	957
2024 Q2	$3.41K	Hold	46	–	–	﹤0.01%	898
2024 Q1	$3.61K	Hold	46	–	–	﹤0.01%	776
2023 Q4	$2.88K	Sell	46 -36	-44%	-$2.03K	﹤0.01%	774
2023 Q3	$4.26K	Hold	82	–	–	﹤0.01%	671
2023 Q2	$4.37K	Hold	82	–	–	﹤0.01%	634
2023 Q1	$4.06K	Sell	82 -1	-1%	-$48	﹤0.01%	653
2022 Q4	$3.89K	Buy	83 +18	+28%	+$856	﹤0.01%	574
2022 Q3	$3K	Buy	65 +15	+30%	+$656	﹤0.01%	565
2022 Q2	$2K	Buy	50 +33	+194%	+$1.33K	﹤0.01%	687
2022 Q1	$1K	Buy	+17	New	+$666	﹤0.01%	906
2021 Q4	–	Sell	-15	Closed	–	–	1017
2021 Q3	$0	Buy	+15	New	+$488	﹤0.01%	1042

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

Manchester Capital Management's CBZ Position: Q2 2026 in Review

Manchester Capital Management held its CBIZ (CBZ) position steady in Q2 2026 at 22 shares worth $706. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Manchester Capital Management first reported a position in CBZ in Q3 2021 and has held it in 18 quarters since. The position peaked at $4.37K in Q2 2023. 260 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

Manchester Capital Management held 22 shares of CBIZ worth $706 as of Q2 2026.
Manchester Capital Management left its CBIZ share count unchanged in Q2 2026.
CBIZ made up ﹤0.01% of Manchester Capital Management's portfolio in Q2 2026, its #1217 holding.
Manchester Capital Management first reported a position in CBIZ in Q3 2021 and has held it in 18 quarters since.
Manchester Capital Management's CBIZ position peaked at $4.37K in Q2 2023.
260 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.