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Rothschild Investment LLC’s Climb Global Solutions CLMB Stock Holding History

Rothschild Investment LLC’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 		– Sell
-4
Closed -$79 – 3652
2026
Q1 		$79 Buy
+4
New +$104 ﹤0.01% 3420
2025
Q2 		– Sell
-20
Closed -$554 – 3055
2025
Q1 		$554 Buy
+20
New +$617 ﹤0.01% 2588

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AC
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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

Rothschild Investment LLC's CLMB Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Climb Global Solutions (CLMB) in Q2 2026, closing a stake of 4 shares — an estimated $79 sold.

Rothschild Investment LLC first reported a position in CLMB in Q1 2025 and held it in 2 quarters. The position peaked at $554 in Q1 2025. 132 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Climb Global Solutions position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 4 Climb Global Solutions shares in Q2 2026, an estimated $79.
  • Rothschild Investment LLC first reported a position in Climb Global Solutions in Q1 2025 and held it in 2 quarters.
  • Rothschild Investment LLC's Climb Global Solutions position peaked at $554 in Q1 2025.
  • 132 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.