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Arax Advisory Partners’s Climb Global Solutions CLMB Stock Holding History

Arax Advisory Partners’s Portfolio CLMB Stock Details CLMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9K Buy
+82
New +$1.76K ﹤0.01% 4823
2026
Q1 		– Sell
-128
Closed -$3.29K – 3892
2025
Q4 		$3.29K Buy
128
+120
+1,500% +$3.48K ﹤0.01% 3059
2025
Q3 		$269 Buy
+8
New +$237 ﹤0.01% 3427
2025
Q2 		– Sell
-32
Closed -$887 – 3067
2025
Q1 		$887 Buy
+32
New +$988 ﹤0.01% 2342

Other funds holding CLMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arax Advisory Partners's CLMB Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Climb Global Solutions (CLMB) in Q2 2026: 82 shares worth $1.9K. The stake represents ﹤0.01% of the portfolio and ranks #4823 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in CLMB as recently as Q4 2025.

Arax Advisory Partners first reported a position in CLMB in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.29K in Q4 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Arax Advisory Partners held 82 shares of Climb Global Solutions worth $1.9K as of Q2 2026.
  • Climb Global Solutions was a new Arax Advisory Partners position in Q2 2026.
  • Climb Global Solutions made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4823 holding.
  • Arax Advisory Partners first reported a position in Climb Global Solutions in Q1 2025 and has held it in 4 quarters since.
  • Arax Advisory Partners's Climb Global Solutions position peaked at $3.29K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.