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Oxford Wealth Group’s Climb Global Solutions CLMB Stock Holding History

Oxford Wealth Group’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 		$238K Sell
10,273
-159
-2% -$3.41K 0.11% 86
2026
Q1 		$207K Sell
10,432
-52
-0.5% -$1.35K 0.11% 86
2025
Q4 		$269K Buy
+10,484
New +$304K 0.13% 84

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

Oxford Wealth Group's CLMB Position: Q2 2026 in Review

Oxford Wealth Group reduced its Climb Global Solutions (CLMB) stake by 1.5% in Q2 2026, selling an estimated $3.41K and leaving 10,273 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #86.

Oxford Wealth Group first reported a position in CLMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $269K in Q4 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Oxford Wealth Group held 10,273 shares of Climb Global Solutions worth $238K as of Q2 2026.
  • Oxford Wealth Group sold 159 Climb Global Solutions shares in Q2 2026, an estimated $3.41K.
  • Climb Global Solutions made up 0.11% of Oxford Wealth Group's portfolio in Q2 2026, its #86 holding.
  • Oxford Wealth Group first reported a position in Climb Global Solutions in Q4 2025 and has held it in 3 quarters since.
  • Oxford Wealth Group's Climb Global Solutions position peaked at $269K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Oxford Wealth Group's 13F filing for Q2 2026, filed 13 Aug 2026.