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Evolve Private Wealth’s Climb Global Solutions CLMB Stock Holding History

Evolve Private Wealth’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 		– Sell
-21,802
Closed -$432K – 1037
2026
Q1 		$432K Buy
21,802
+1,202
+6% +$31.1K 0.02% 639
2025
Q4 		$529K Buy
+20,600
New +$598K 0.03% 515

Other funds holding CLMB

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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

Evolve Private Wealth's CLMB Position: Q2 2026 in Review

Evolve Private Wealth sold out of Climb Global Solutions (CLMB) in Q2 2026, closing a stake of 21,802 shares — an estimated $432K sold.

Evolve Private Wealth first reported a position in CLMB in Q4 2025 and held it in 2 quarters. The position peaked at $529K in Q4 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Evolve Private Wealth reported no remaining Climb Global Solutions position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 21,802 Climb Global Solutions shares in Q2 2026, an estimated $432K.
  • Evolve Private Wealth first reported a position in Climb Global Solutions in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Climb Global Solutions position peaked at $529K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.