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Welch & Forbes’s CBIZ CBZ Stock Holding History

Welch & Forbes’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
Q2 		– Sell
-2,647
Closed -$201K – 374
2025
Q1 		$201K Hold
2,647
– – ﹤0.01% 364
2024
Q4 		$217K Buy
+2,647
New +$198K ﹤0.01% 367
2024
Q2 		– Sell
-3,383
Closed -$266K – 368
2024
Q1 		$266K Hold
3,383
– – ﹤0.01% 353
2023
Q4 		$212K Buy
+3,383
New +$191K ﹤0.01% 355

Other funds holding CBZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCP
P2 Capital Partners New York $246M AUM 17.67% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Welch & Forbes's CBZ Position: Q2 2025 in Review

Welch & Forbes sold out of CBIZ (CBZ) in Q2 2025, closing a stake of 2,647 shares — an estimated $201K sold.

Welch & Forbes first reported a position in CBZ in Q4 2023 and held it in 4 quarters. The position peaked at $266K in Q1 2024. 275 funds tracked by Wall St. Rank hold CBZ as of Q2 2025.

  • Welch & Forbes reported no remaining CBIZ position as of Q2 2025 after selling out during the quarter.
  • Welch & Forbes sold 2,647 CBIZ shares in Q2 2025, an estimated $201K.
  • Welch & Forbes first reported a position in CBIZ in Q4 2023 and held it in 4 quarters.
  • Welch & Forbes's CBIZ position peaked at $266K in Q1 2024.
  • 275 funds tracked by Wall St. Rank held CBIZ as of Q2 2025.

Based on Welch & Forbes's 13F filing for Q2 2025, filed 5 Aug 2025.