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Westwood Holdings Group’s Climb Global Solutions CLMB Stock Holding History

Westwood Holdings Group’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
Q2 		$26.2M Sell
1,129,342
-72,514
-6% -$1.55M 0.2% 176
2026
Q1 		$23.8M Buy
+1,201,856
New +$31.1M 0.17% 186

Other funds holding CLMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Westwood Holdings Group's CLMB Position: Q2 2026 in Review

Westwood Holdings Group reduced its Climb Global Solutions (CLMB) stake by 6% in Q2 2026, selling an estimated $1.55M and leaving 1,129,342 shares worth $26.2M. The position accounts for 0.2% of the portfolio, ranked #176.

Westwood Holdings Group first reported a position in CLMB in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold CLMB as of Q2 2026.

  • Westwood Holdings Group held 1,129,342 shares of Climb Global Solutions worth $26.2M as of Q2 2026.
  • Westwood Holdings Group sold 72,514 Climb Global Solutions shares in Q2 2026, an estimated $1.55M.
  • Climb Global Solutions made up 0.2% of Westwood Holdings Group's portfolio in Q2 2026, its #176 holding.
  • Westwood Holdings Group first reported a position in Climb Global Solutions in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Climb Global Solutions as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.