IWC
CLYM

Integrated Wealth Concepts’s Climb Bio CLYM Stock Holding History

Integrated Wealth Concepts’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
2026
Q2 		$14.7K Buy
+1,130
New +$11.7K ﹤0.01% 4312

Other funds holding CLYM

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CAM
Cormorant Asset Management Boston, Massachusetts $1.95B AUM 773.9% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Integrated Wealth Concepts's CLYM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Climb Bio (CLYM) in Q2 2026: 1,130 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #4312 among its holdings.

109 funds tracked by Wall St. Rank hold CLYM as of Q2 2026.

  • Integrated Wealth Concepts held 1,130 shares of Climb Bio worth $14.7K as of Q2 2026.
  • Climb Bio was a new Integrated Wealth Concepts position in Q2 2026.
  • Climb Bio made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4312 holding.
  • 109 funds tracked by Wall St. Rank held Climb Bio as of Q2 2026.

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