UBS AM’s Climb Global Solutions CLMB Stock Holding History

UBS AM’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	-52	Closed	-$1.34K	–	3822
2025 Q4	$1.34K	Buy	+52	New	+$1.51K	﹤0.01%	3156

Other funds holding CLMB

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AltraVue Capital Bellevue, Washington $1.39B AUM 53.78% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS AM's CLMB Position: Q1 2026 in Review

UBS AM sold out of Climb Global Solutions (CLMB) in Q1 2026, closing a stake of 52 shares — an estimated $1.34K sold.

UBS AM first reported a position in CLMB in Q4 2025 and held it in 1 quarter. The position peaked at $1.34K in Q4 2025. 128 funds tracked by Wall St. Rank hold CLMB as of Q1 2026.

UBS AM reported no remaining Climb Global Solutions position as of Q1 2026 after selling out during the quarter.
UBS AM sold 52 Climb Global Solutions shares in Q1 2026, an estimated $1.34K.
UBS AM first reported a position in Climb Global Solutions in Q4 2025 and held it in 1 quarter.
UBS AM's Climb Global Solutions position peaked at $1.34K in Q4 2025.
128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.