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One Wealth Advisors’s CBIZ CBZ Stock Holding History

One Wealth Advisors’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
-3,197
Closed -$229K – 308
2025
Q2 		$229K Buy
3,197
+129
+4% +$9.33K 0.03% 257
2025
Q1 		$233K Buy
3,068
+139
+5% +$11.2K 0.03% 254
2024
Q4 		$240K Buy
+2,929
New +$219K 0.04% 215
2024
Q3 		– Sell
-2,946
Closed -$200K – 268
2024
Q2 		$200K Sell
2,946
-27
-0.9% -$2.04K 0.04% 231
2024
Q1 		$233K Buy
+2,973
New +$207K 0.04% 217
2023
Q1 		– Sell
-3,041
Closed -$142K – 259
2022
Q4 		$142K Buy
+3,041
New +$145K 0.03% 242

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

One Wealth Advisors's CBZ Position: Q3 2025 in Review

One Wealth Advisors sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 3,197 shares — an estimated $229K sold.

One Wealth Advisors first reported a position in CBZ in Q4 2022 and held it in 6 quarters. The position peaked at $240K in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • One Wealth Advisors reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • One Wealth Advisors sold 3,197 CBIZ shares in Q3 2025, an estimated $229K.
  • One Wealth Advisors first reported a position in CBIZ in Q4 2022 and held it in 6 quarters.
  • One Wealth Advisors's CBIZ position peaked at $240K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on One Wealth Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.