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NewEdge Advisors’s Climb Global Solutions CLMB Stock Holding History

NewEdge Advisors’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 		– Sell
-316
Closed -$8.12K – 4190
2025
Q4 		$8.12K Buy
+316
New +$9.17K ﹤0.01% 3530
2023
Q3 		– Sell
-140
Closed -$1.68K – 3495
2023
Q2 		$1.68K Buy
140
+8
+6% +$97 ﹤0.01% 3144
2023
Q1 		$1.76K Buy
+132
New +$1.37K ﹤0.01% 3069

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

NewEdge Advisors's CLMB Position: Q1 2026 in Review

NewEdge Advisors sold out of Climb Global Solutions (CLMB) in Q1 2026, closing a stake of 316 shares — an estimated $8.12K sold.

NewEdge Advisors first reported a position in CLMB in Q1 2023 and held it in 3 quarters. The position peaked at $8.12K in Q4 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • NewEdge Advisors reported no remaining Climb Global Solutions position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 316 Climb Global Solutions shares in Q1 2026, an estimated $8.12K.
  • NewEdge Advisors first reported a position in Climb Global Solutions in Q1 2023 and held it in 3 quarters.
  • NewEdge Advisors's Climb Global Solutions position peaked at $8.12K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.