OWG
CLMB icon

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
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

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

Oxford Wealth Group's CLMB Position: Q1 2026 in Review

Oxford Wealth Group reduced its Climb Global Solutions (CLMB) stake by 0.5% in Q1 2026, selling an estimated $1.35K and leaving 10,432 shares worth $207K. 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 2 quarters since. The position peaked at $269K in Q4 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Oxford Wealth Group held 10,432 shares of Climb Global Solutions worth $207K as of Q1 2026.
  • Oxford Wealth Group sold 52 Climb Global Solutions shares in Q1 2026, an estimated $1.35K.
  • Climb Global Solutions made up 0.11% of Oxford Wealth Group's portfolio in Q1 2026, its #86 holding.
  • Oxford Wealth Group first reported a position in Climb Global Solutions in Q4 2025 and has held it in 2 quarters since.
  • Oxford Wealth Group's Climb Global Solutions position peaked at $269K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.