Wealth Enhancement Advisory Services
CBZ icon

Wealth Enhancement Advisory Services’s CBIZ CBZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$4.39M Buy
116,044
+4,454
+4% +$139K 0.01% 1090
2026
Q1 		$3.08M Buy
111,590
+48,107
+76% +$1.7M 0.01% 1166
2025
Q4 		$3.41M Buy
63,483
+7,200
+13% +$379K ﹤0.01% 1215
2025
Q3 		$3.14M Buy
56,283
+2,964
+6% +$191K ﹤0.01% 1188
2025
Q2 		$3.93M Buy
53,319
+14,979
+39% +$1.08M 0.01% 1011
2025
Q1 		$2.91M Buy
38,340
+21,728
+131% +$1.75M 0.01% 1052
2024
Q4 		$1.36M Buy
16,612
+98
+0.6% +$7.33K ﹤0.01% 1384
2024
Q3 		$1.11M Buy
16,514
+279
+2% +$20.3K ﹤0.01% 1336
2024
Q2 		$1.2M Buy
16,235
+185
+1% +$14K ﹤0.01% 1194
2024
Q1 		$1.26M Buy
16,050
+11
+0.1% +$765 ﹤0.01% 1130
2023
Q4 		$1M Buy
16,039
+25
+0.2% +$1.41K ﹤0.01% 1174
2023
Q3 		$831K Buy
+16,014
New +$863K ﹤0.01% 1178

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

Wealth Enhancement Advisory Services's CBZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its CBIZ (CBZ) stake by 4% in Q2 2026, buying an estimated $139K and bringing the position to 116,044 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #1090.

Wealth Enhancement Advisory Services first reported a position in CBZ in Q3 2023 and has held it in 12 quarters since. 258 funds tracked by Wall St. Rank hold CBZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 116,044 shares of CBIZ worth $4.39M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,454 CBIZ shares in Q2 2026, an estimated $139K.
  • CBIZ made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1090 holding.
  • Wealth Enhancement Advisory Services first reported a position in CBIZ in Q3 2023 and has held it in 12 quarters since.
  • 258 funds tracked by Wall St. Rank held CBIZ as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.