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Covestor’s Climb Global Solutions CLMB Stock Holding History

Covestor’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 		$1K Sell
44
-289
-87% -$6.2K ﹤0.01% 2088
2026
Q1 		$6K Sell
333
-15
-4% -$389 ﹤0.01% 1714
2025
Q4 		$9K Sell
348
-24
-6% -$697 ﹤0.01% 1614
2025
Q3 		$13K Buy
372
+324
+675% +$9.61K 0.01% 1455
2025
Q2 		$1K Buy
48
+4
+9% +$106 ﹤0.01% 1953
2025
Q1 		$1K Buy
44
+16
+57% +$494 ﹤0.01% 1942
2024
Q4 		$1K Buy
28
+8
+40% +$238 ﹤0.01% 2004
2024
Q3 		$1K Hold
20
– – ﹤0.01% 1921
2024
Q2 		$0 Sell
20
-4
-17% -$61 ﹤0.01% 2284
2024
Q1 		$0 Sell
24
-12
-33% -$181 ﹤0.01% 2285
2023
Q4 		$1K Sell
36
-8
-18% -$96 ﹤0.01% 1940
2023
Q3 		$0 Buy
+44
New +$485 ﹤0.01% 2164

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

Covestor's CLMB Position: Q2 2026 in Review

Covestor reduced its Climb Global Solutions (CLMB) stake by 87% in Q2 2026, selling an estimated $6.2K and leaving 44 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

Covestor first reported a position in CLMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $13K in Q3 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Covestor held 44 shares of Climb Global Solutions worth $1K as of Q2 2026.
  • Covestor sold 289 Climb Global Solutions shares in Q2 2026, an estimated $6.2K.
  • Climb Global Solutions made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2088 holding.
  • Covestor first reported a position in Climb Global Solutions in Q3 2023 and has held it in 12 quarters since.
  • Covestor's Climb Global Solutions position peaked at $13K in Q3 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.