Advisory Services Network’s ClearPoint Neuro CLPT Stock Holding History

Advisory Services Network’s Portfolio CLPT Stock Details CLPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$149K	Buy	16,385 +4,322	+36%	+$54.6K	﹤0.01%	1978
2025 Q4	$165K	Sell	12,063 -2,617	-18%	-$48.5K	﹤0.01%	1718
2025 Q3	$320K	Sell	14,680 -2,662	-15%	-$31.4K	﹤0.01%	1427
2025 Q2	$180K	Buy	17,342 +6,942	+67%	+$87.4K	﹤0.01%	1664
2025 Q1	$124K	Buy	+10,400	New	+$162K	﹤0.01%	1558
2024 Q1	–	Sell	-7,400	Closed	-$50.2K	–	1847
2023 Q4	$50.2K	Buy	+7,400	New	+$41.9K	﹤0.01%	2006
2023 Q2	–	Sell	-900	Closed	-$7.6K	–	1851
2023 Q1	$7.6K	Buy	900 +100	+13%	+$876	﹤0.01%	2986
2022 Q4	$6.78K	Buy	+800	New	+$7.58K	﹤0.01%	3019
2021 Q3	–	Sell	-1,860	Closed	-$36K	–	1731
2021 Q2	$36K	Buy	+1,860	New	+$35.9K	﹤0.01%	2158
2021 Q1	–	Sell	-400	Closed	-$6K	–	1576
2020 Q4	$6K	Hold	400	–	–	﹤0.01%	2630
2020 Q3	$2K	Buy	+400	New	+$1.76K	﹤0.01%	3082

Other funds holding CLPT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Advisory Services Network's CLPT Position: Q1 2026 in Review

Advisory Services Network increased its ClearPoint Neuro (CLPT) stake by 36% in Q1 2026, buying an estimated $54.6K and bringing the position to 16,385 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Advisory Services Network first reported a position in CLPT in Q3 2020 and has held it in 11 quarters since. The position peaked at $320K in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

Advisory Services Network held 16,385 shares of ClearPoint Neuro worth $149K as of Q1 2026.
Advisory Services Network bought 4,322 ClearPoint Neuro shares in Q1 2026, an estimated $54.6K.
ClearPoint Neuro made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1978 holding.
Advisory Services Network first reported a position in ClearPoint Neuro in Q3 2020 and has held it in 11 quarters since.
Advisory Services Network's ClearPoint Neuro position peaked at $320K in Q3 2025.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.