Northwestern Mutual Wealth Management
CBZ icon

Northwestern Mutual Wealth Management’s CBIZ CBZ Stock Holding History

Northwestern Mutual 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
2026
Q2 		$27.3K Buy
852
+811
+1,978% +$25.2K ﹤0.01% 2751
2026
Q1 		$1.1K Sell
41
-13,208
-100% -$466K ﹤0.01% 3733
2025
Q4 		$668K Hold
13,249
– – ﹤0.01% 1433
2025
Q3 		$702K Hold
13,249
– – ﹤0.01% 1351
2025
Q2 		$950K Hold
13,249
– – ﹤0.01% 1182
2025
Q1 		$1.01M Buy
+13,249
New +$1.07M ﹤0.01% 1105
2024
Q2 		– Sell
-21
Closed -$1.65K – 3532
2024
Q1 		$1.65K Buy
+21
New +$1.46K ﹤0.01% 3093

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

Northwestern Mutual Wealth Management's CBZ Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its CBIZ (CBZ) stake by 1,978% in Q2 2026, buying an estimated $25.2K and bringing the position to 852 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Northwestern Mutual Wealth Management first reported a position in CBZ in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Northwestern Mutual Wealth Management held 852 shares of CBIZ worth $27.3K as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 811 CBIZ shares in Q2 2026, an estimated $25.2K.
  • CBIZ made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2751 holding.
  • Northwestern Mutual Wealth Management first reported a position in CBIZ in Q1 2024 and has held it in 7 quarters since.
  • Northwestern Mutual Wealth Management's CBIZ position peaked at $1.01M in Q1 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.