Pictet Asset Management
CBZ icon

Pictet Asset Management’s CBIZ CBZ Stock Holding History

Pictet Asset 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 		$258K Hold
8,047
– – ﹤0.01% 1847
2026
Q1 		$216K Hold
8,047
– – ﹤0.01% 1903
2025
Q4 		$406K Buy
8,047
+978
+14% +$51.4K ﹤0.01% 1551
2025
Q3 		$374K Hold
7,069
– – ﹤0.01% 1539
2025
Q2 		$507K Buy
7,069
+1,347
+24% +$97.4K ﹤0.01% 1357
2025
Q1 		$434K Sell
5,722
-10
-0.2% -$804 ﹤0.01% 1422
2024
Q4 		$469K Hold
5,732
– – ﹤0.01% 1404
2024
Q3 		$386K Hold
5,732
– – ﹤0.01% 1464
2024
Q2 		$425K Sell
5,732
-190
-3% -$14.4K ﹤0.01% 1347
2024
Q1 		$465K Buy
5,922
+587
+11% +$40.8K ﹤0.01% 1332
2023
Q4 		$334K Sell
5,335
-23
-0.4% -$1.3K ﹤0.01% 1479
2023
Q3 		$278K Buy
+5,358
New +$289K ﹤0.01% 1527

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

Pictet Asset Management's CBZ Position: Q2 2026 in Review

Pictet Asset Management held its CBIZ (CBZ) position steady in Q2 2026 at 8,047 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Pictet Asset Management first reported a position in CBZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $507K in Q2 2025. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Pictet Asset Management held 8,047 shares of CBIZ worth $258K as of Q2 2026.
  • Pictet Asset Management left its CBIZ share count unchanged in Q2 2026.
  • CBIZ made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #1847 holding.
  • Pictet Asset Management first reported a position in CBIZ in Q3 2023 and has held it in 12 quarters since.
  • Pictet Asset Management's CBIZ position peaked at $507K in Q2 2025.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.