Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Climb Global Solutions CLMB Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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
2025
Q2 		– Sell
-24,400
Closed -$676K – 2022
2025
Q1 		$676K Buy
24,400
+1,600
+7% +$49.4K ﹤0.01% 1567
2024
Q4 		$722K Buy
+22,800
New +$677K ﹤0.01% 956

Other funds holding CLMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Ballast Asset Management Dallas, Texas $225M AUM 38.45% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's CLMB Position: Q2 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of Climb Global Solutions (CLMB) in Q2 2025, closing a stake of 24,400 shares — an estimated $676K sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CLMB in Q4 2024 and held it in 2 quarters. The position peaked at $722K in Q4 2024. 128 funds tracked by Wall St. Rank hold CLMB as of Q2 2025.

  • Universal-Beteiligungs- und Servicegesellschaft reported no remaining Climb Global Solutions position as of Q2 2025 after selling out during the quarter.
  • Universal-Beteiligungs- und Servicegesellschaft sold 24,400 Climb Global Solutions shares in Q2 2025, an estimated $676K.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Climb Global Solutions in Q4 2024 and held it in 2 quarters.
  • Universal-Beteiligungs- und Servicegesellschaft's Climb Global Solutions position peaked at $722K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2025, filed 11 Aug 2025.