Wasatch Advisors’s Climb Global Solutions CLMB Stock Holding History

Wasatch Advisors’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 Q3	$21.5M	Sell	668,731 -22,629	-3%	-$624K	0.16%	110
2026 Q2	$16M	Buy	691,360 +83,680	+14%	+$1.79M	0.11%	125
2026 Q1	$12M	Sell	607,680 -516,960	-46%	-$13.4M	0.08%	123
2025 Q4	$28.9M	Sell	1,124,640 -86,880	-7%	-$2.52M	0.17%	107
2025 Q3	$40.8M	Buy	1,211,520 +86,996	+8%	+$2.58M	0.22%	102
2025 Q2	$30.1M	Buy	1,124,524 +255,900	+29%	+$6.75M	0.16%	110
2025 Q1	$24.1M	Buy	868,624 +377,732	+77%	+$11.7M	0.13%	119
2024 Q4	$15.6M	Buy	490,892 +6,580	+1%	+$196K	0.08%	141
2024 Q3	$12.1M	Sell	484,312 -159,316	-25%	-$3.19M	0.06%	144
2024 Q2	$10.1M	Buy	643,628 +58,436	+10%	+$886K	0.05%	150
2024 Q1	$10.4M	Buy	585,192 +172,380	+42%	+$2.59M	0.05%	159
2023 Q4	$5.66M	Buy	412,812 +391,492	+1,836%	+$4.68M	0.03%	192
2023 Q3	$229K	Buy	+21,320	New	+$235K	﹤0.01%	254

Other funds holding CLMB

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Albert D. Mason Inc Boston, Massachusetts $166M AUM 28.65% 1-Year Est. Return

Peterson Wealth Services South Ogden, Utah $474M AUM 30.32% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Lakewood Asset Management Naperville, Illinois $194M AUM 16.07% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

Wasatch Advisors's CLMB Position: Q3 2026 in Review

Wasatch Advisors reduced its Climb Global Solutions (CLMB) stake by 3.3% in Q3 2026, selling an estimated $624K and leaving 668,731 shares worth $21.5M. The position accounts for 0.16% of the portfolio, ranked #110.

Wasatch Advisors first reported a position in CLMB in Q3 2023 and has held it in 13 quarters since. The position peaked at $40.8M in Q3 2025. 26 funds tracked by Wall St. Rank hold CLMB as of Q3 2026.

Wasatch Advisors held 668,731 shares of Climb Global Solutions worth $21.5M as of Q3 2026.
Wasatch Advisors sold 22,629 Climb Global Solutions shares in Q3 2026, an estimated $624K.
Climb Global Solutions made up 0.16% of Wasatch Advisors's portfolio in Q3 2026, its #110 holding.
Wasatch Advisors first reported a position in Climb Global Solutions in Q3 2023 and has held it in 13 quarters since.
Wasatch Advisors's Climb Global Solutions position peaked at $40.8M in Q3 2025.
26 funds tracked by Wall St. Rank held Climb Global Solutions as of Q3 2026.

Based on Wasatch Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.