WCM Investment Management
CBZ icon

WCM Investment Management’s CBIZ CBZ Stock Holding History

WCM Investment 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 		– Sell
-183,268
Closed -$4.95M – 270
2026
Q1 		$4.95M Sell
183,268
-91,362
-33% -$3.22M 0.01% 191
2025
Q4 		$14.1M Sell
274,630
-4,325
-2% -$227K 0.03% 131
2025
Q3 		$15M Buy
+278,955
New +$18M 0.03% 125
2024
Q3 		– Sell
-202,136
Closed -$14.9M – 291
2024
Q2 		$14.9M Buy
+202,136
New +$15.3M 0.04% 122

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

WCM Investment Management's CBZ Position: Q2 2026 in Review

WCM Investment Management sold out of CBIZ (CBZ) in Q2 2026, closing a stake of 183,268 shares — an estimated $4.95M sold.

WCM Investment Management first reported a position in CBZ in Q2 2024 and held it in 4 quarters. The position peaked at $15M in Q3 2025. 261 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • WCM Investment Management reported no remaining CBIZ position as of Q2 2026 after selling out during the quarter.
  • WCM Investment Management sold 183,268 CBIZ shares in Q2 2026, an estimated $4.95M.
  • WCM Investment Management first reported a position in CBIZ in Q2 2024 and held it in 4 quarters.
  • WCM Investment Management's CBIZ position peaked at $15M in Q3 2025.
  • 261 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.