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Ridgewood Investments’s CBIZ CBZ Stock Holding History

Ridgewood Investments’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
-1,850
Closed -$133K – 269
2025
Q2 		$133K Hold
1,850
– – 0.06% 231
2025
Q1 		$140K Hold
1,850
– – 0.07% 211
2024
Q4 		$151K Hold
1,850
– – 0.07% 196
2024
Q3 		$124K Hold
1,850
– – 0.06% 217
2024
Q2 		$137K Buy
+1,850
New +$140K 0.07% 216
2023
Q3 		– Sell
-1,850
Closed -$98.6K – 260
2023
Q2 		$98.6K Hold
1,850
– – 0.06% 240
2023
Q1 		$91.6K Buy
+1,850
New +$89.1K 0.06% 265

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

Ridgewood Investments's CBZ Position: Q3 2025 in Review

Ridgewood Investments sold out of CBIZ (CBZ) in Q3 2025, closing a stake of 1,850 shares — an estimated $133K sold.

Ridgewood Investments first reported a position in CBZ in Q1 2023 and held it in 7 quarters. The position peaked at $151K in Q4 2024. 262 funds tracked by Wall St. Rank hold CBZ as of Q3 2025.

  • Ridgewood Investments reported no remaining CBIZ position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 1,850 CBIZ shares in Q3 2025, an estimated $133K.
  • Ridgewood Investments first reported a position in CBIZ in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's CBIZ position peaked at $151K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held CBIZ as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.