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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
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
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

Rothschild Investment LLC's CLMB Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in Climb Global Solutions (CLMB) in Q1 2026: 4 shares worth $79. The stake represents ﹤0.01% of the portfolio and ranks #3420 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in CLMB as recently as Q1 2025.

Rothschild Investment LLC first reported a position in CLMB in Q1 2025 and has held it in 2 quarters since. The position peaked at $554 in Q1 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

  • Rothschild Investment LLC held 4 shares of Climb Global Solutions worth $79 as of Q1 2026.
  • Climb Global Solutions was a new Rothschild Investment LLC position in Q1 2026.
  • Climb Global Solutions made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3420 holding.
  • Rothschild Investment LLC first reported a position in Climb Global Solutions in Q1 2025 and has held it in 2 quarters since.
  • Rothschild Investment LLC's Climb Global Solutions position peaked at $554 in Q1 2025.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.