Morgan Stanley
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Morgan Stanley’s Climb Global Solutions CLMB Stock Holding History

Morgan Stanley’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
Q1 		$1.77M Sell
89,299
-43,585
-33% -$1.13M ﹤0.01% 4843
2025
Q4 		$3.41M Sell
132,884
-21,276
-14% -$617K ﹤0.01% 4451
2025
Q3 		$5.2M Sell
154,160
-27,340
-15% -$811K ﹤0.01% 4118
2025
Q2 		$4.85M Buy
181,500
+109,044
+150% +$2.88M ﹤0.01% 4082
2025
Q1 		$2.01M Buy
72,456
+13,160
+22% +$406K ﹤0.01% 4595
2024
Q4 		$1.88M Sell
59,296
-432
-0.7% -$12.8K ﹤0.01% 4739
2024
Q3 		$1.49M Buy
59,728
+18,944
+46% +$379K ﹤0.01% 4822
2024
Q2 		$640K Sell
40,784
-7,040
-15% -$107K ﹤0.01% 5175
2024
Q1 		$847K Sell
47,824
-66,672
-58% -$1M ﹤0.01% 5057
2023
Q4 		$1.57M Buy
114,496
+81,360
+246% +$973K ﹤0.01% 5069
2023
Q3 		$356K Sell
33,136
-29,716
-47% -$328K ﹤0.01% 5315
2023
Q2 		$752K Buy
62,852
+39,184
+166% +$477K ﹤0.01% 5004
2023
Q1 		$315K Buy
23,668
+20,592
+669% +$214K ﹤0.01% 5492
2022
Q4 		$24.2K Sell
3,076
-2,556
-45% -$20K ﹤0.01% 6605
2022
Q3 		$37K Buy
5,632
+800
+17% +$5.99K ﹤0.01% 6539
2022
Q2 		$40K Sell
4,832
-12,820
-73% -$111K ﹤0.01% 6702
2022
Q1 		$152K Sell
17,652
-5,388
-23% -$42.7K ﹤0.01% 6067
2021
Q4 		$202K Sell
23,040
-1,192
-5% -$9.02K ﹤0.01% 6065
2021
Q3 		$163K Buy
24,232
+136
+0.6% +$924 ﹤0.01% 6102
2021
Q2 		$150K Buy
24,096
+12,680
+111% +$81.8K ﹤0.01% 6158
2021
Q1 		$72K Buy
11,416
+6,052
+113% +$32.3K ﹤0.01% 6177
2020
Q4 		$25K Buy
5,364
+3,848
+254% +$20.5K ﹤0.01% 6368
2020
Q3 		$8K Sell
1,516
-148
-9% -$880 ﹤0.01% 6326
2020
Q2 		$10K Sell
1,664
-24
-1% -$114 ﹤0.01% 6153
2020
Q1 		$5K Buy
1,688
+80
+5% +$305 ﹤0.01% 6192
2019
Q4 		$7K Hold
1,608
– – ﹤0.01% 6341
2019
Q3 		$6K Hold
1,608
– – ﹤0.01% 6325
2019
Q2 		$5K Hold
1,608
– – ﹤0.01% 6303
2019
Q1 		$4K Hold
1,608
– – ﹤0.01% 6352
2018
Q4 		$4K Hold
1,608
– – ﹤0.01% 6331
2018
Q3 		$5K Sell
1,608
-8,000
-83% -$25.6K ﹤0.01% 6438
2018
Q2 		$34K Buy
9,608
+8
+0.1% +$28 ﹤0.01% 6006
2018
Q1 		$31K Hold
9,600
– – ﹤0.01% 6017
2017
Q4 		$40K Buy
9,600
+2,300
+32% +$8.58K ﹤0.01% 5882
2017
Q3 		$25K Buy
7,300
+4,900
+204% +$19.6K ﹤0.01% 5972
2017
Q2 		$12K Sell
2,400
-2,000
-45% -$9.87K ﹤0.01% 6196
2017
Q1 		$21K Sell
4,400
-13,200
-75% -$59.6K ﹤0.01% 6073
2016
Q4 		$82K Buy
17,600
+14,800
+529% +$65.2K ﹤0.01% 5631
2016
Q3 		$12K Buy
2,800
+1,200
+75% +$5.35K ﹤0.01% 6069
2016
Q2 		$7K Sell
1,600
-2,428
-60% -$10.6K ﹤0.01% 6145
2016
Q1 		$17K Sell
4,028
-1,204
-23% -$5.27K ﹤0.01% 5968
2015
Q4 		$24K Buy
5,232
+3,632
+227% +$16.6K ﹤0.01% 5979
2015
Q3 		$7K Sell
1,600
-36
-2% -$164 ﹤0.01% 6325
2015
Q2 		$8K Buy
1,636
+4
+0.2% +$18 ﹤0.01% 6336
2015
Q1 		$7K Sell
1,632
-38,564
-96% -$168K ﹤0.01% 6291
2014
Q4 		$173K Buy
40,196
+22,732
+130% +$96.5K ﹤0.01% 5307
2014
Q3 		$69K Buy
17,464
+14,832
+564% +$59.3K ﹤0.01% 5618
2014
Q2 		$10K Sell
2,632
-5,676
-68% -$24.2K ﹤0.01% 6183
2014
Q1 		$41K Buy
8,308
+8,228
+10,285% +$30.9K ﹤0.01% 5781
2013
Q4 		$0 Buy
+80
New +$264 ﹤0.01% 6356

Other funds holding CLMB

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley's CLMB Position: Q1 2026 in Review

Morgan Stanley reduced its Climb Global Solutions (CLMB) stake by 33% in Q1 2026, selling an estimated $1.13M and leaving 89,299 shares worth $1.77M. The position accounts for ﹤0.01% of the portfolio, ranked #4843.

Morgan Stanley first reported a position in CLMB in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.2M in Q3 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Morgan Stanley held 89,299 shares of Climb Global Solutions worth $1.77M as of Q1 2026.
  • Morgan Stanley sold 43,585 Climb Global Solutions shares in Q1 2026, an estimated $1.13M.
  • Climb Global Solutions made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4843 holding.
  • Morgan Stanley first reported a position in Climb Global Solutions in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's Climb Global Solutions position peaked at $5.2M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.