CA
CLYM

Clearstead Advisors’s Climb Bio CLYM Stock Holding History

Clearstead Advisors’s Portfolio CLYM Stock Details CLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11
Closed -$14 – 3280
2025
Q2 		$14 Buy
+11
New +$14 ﹤0.01% 2719

Other funds holding CLYM

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Clearstead Advisors's CLYM Position: Q3 2025 in Review

Clearstead Advisors sold out of Climb Bio (CLYM) in Q3 2025, closing a stake of 11 shares — an estimated $14 sold.

Clearstead Advisors first reported a position in CLYM in Q2 2025 and held it in 1 quarter. The position peaked at $14 in Q2 2025. 68 funds tracked by Wall St. Rank hold CLYM as of Q3 2025.

  • Clearstead Advisors reported no remaining Climb Bio position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 11 Climb Bio shares in Q3 2025, an estimated $14.
  • Clearstead Advisors first reported a position in Climb Bio in Q2 2025 and held it in 1 quarter.
  • Clearstead Advisors's Climb Bio position peaked at $14 in Q2 2025.
  • 68 funds tracked by Wall St. Rank held Climb Bio as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.