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Michael Gelband’s CBIZ CBZ Stock Holding History

Michael Gelband’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 		– Sell
-61,144
Closed -$1.64M – 1620
2026
Q1 		$1.64M Sell
61,144
-38,157
-38% -$1.35M 0.01% 855
2025
Q4 		$5.01M Buy
99,301
+70,255
+242% +$3.69M 0.04% 469
2025
Q3 		$1.54M Buy
+29,046
New +$1.87M 0.02% 817
2025
Q2 		– Sell
-57,909
Closed -$4.39M – 1503
2025
Q1 		$4.39M Buy
57,909
+13,498
+30% +$1.09M 0.04% 441
2024
Q4 		$3.63M Buy
+44,411
New +$3.32M 0.02% 536
2024
Q2 		– Sell
-2,675
Closed -$210K – 1561
2024
Q1 		$210K Buy
+2,675
New +$186K ﹤0.01% 1341
2023
Q4 		– Sell
-4,648
Closed -$241K – 1518
2023
Q3 		$241K Buy
+4,648
New +$250K ﹤0.01% 1474
2023
Q1 		– Sell
-7,387
Closed -$346K – 1785
2022
Q4 		$346K Sell
7,387
-70,700
-91% -$3.36M 0.01% 1305
2022
Q3 		$3.34M Buy
78,087
+16,330
+26% +$714K 0.04% 551
2022
Q2 		$2.47M Buy
+61,757
New +$2.5M 0.03% 691
2022
Q1 		– Sell
-18,992
Closed -$743K – 2226
2021
Q4 		$743K Sell
18,992
-38,286
-67% -$1.43M 0.01% 1222
2021
Q3 		$1.85M Sell
57,278
-12,714
-18% -$414K 0.03% 752
2021
Q2 		$2.29M Sell
69,992
-24,063
-26% -$804K 0.03% 615
2021
Q1 		$3.07M Buy
94,055
+24,928
+36% +$734K 0.04% 420
2020
Q4 		$1.84M Sell
69,127
-4,703
-6% -$116K 0.02% 571
2020
Q3 		$1.69M Buy
73,830
+59,383
+411% +$1.41M 0.03% 459
2020
Q2 		$346K Buy
+14,447
New +$328K 0.01% 1244
2020
Q1 		– Sell
-20,604
Closed -$555K – 1127
2019
Q4 		$555K Buy
+20,604
New +$536K 0.01% 803

Other funds holding CBZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
2C
22C Capital Boca Raton, Florida $103M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
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

Michael Gelband's CBZ Position: Q2 2026 in Review

Michael Gelband sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 61,144 shares — an estimated $1.64M sold.

Michael Gelband first reported a position in CBZ in Q4 2019 and held it in 18 quarters. The position peaked at $5.01M in Q4 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Michael Gelband reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • Michael Gelband sold 61,144 CBIZ shares in Q2 2026, an estimated $1.64M.
  • Michael Gelband first reported a position in CBIZ in Q4 2019 and held it in 18 quarters.
  • Michael Gelband's CBIZ position peaked at $5.01M in Q4 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.