UBS AM
CLMT icon

UBS AM’s Calumet Specialty Products CLMT Stock Holding History

UBS AM’s Portfolio CLMT Stock Details CLMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.68M Sell
130,236
-12,049
-8% -$312K ﹤0.01% 1583
2025
Q4 		$2.83M Buy
142,285
+2,645
+2% +$50.9K ﹤0.01% 1735
2025
Q3 		$2.55M Sell
139,640
-142,726
-51% -$2.35M ﹤0.01% 1652
2025
Q2 		$4.45M Buy
282,366
+70,140
+33% +$892K ﹤0.01% 1768
2025
Q1 		$2.69M Buy
212,226
+134,132
+172% +$2.11M ﹤0.01% 1854
2024
Q4 		$1.72M Buy
+78,094
New +$1.64M ﹤0.01% 2122

Other funds holding CLMT

TSC
Two Seas Capital Rye, New York $2.17B AUM 169.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WDOM
Wasserstein Debt Opportunities Management New York $189M AUM 169.75% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AAA
Adams Asset Advisors Dallas, Texas $891M AUM 38.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM