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 Q2	$318K	Buy	17,842 +1,457	+9%	+$18.2K	﹤0.01%	1705
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 $6.73T AUM 46.02% 1-Year Est. Return

MCO

MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Advisory Services Network's CLPT Position: Q2 2026 in Review

Advisory Services Network increased its ClearPoint Neuro (CLPT) stake by 8.9% in Q2 2026, buying an estimated $18.2K and bringing the position to 17,842 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Advisory Services Network first reported a position in CLPT in Q3 2020 and has held it in 12 quarters since. The position peaked at $320K in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

Advisory Services Network held 17,842 shares of ClearPoint Neuro worth $318K as of Q2 2026.
Advisory Services Network bought 1,457 ClearPoint Neuro shares in Q2 2026, an estimated $18.2K.
ClearPoint Neuro made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1705 holding.
Advisory Services Network first reported a position in ClearPoint Neuro in Q3 2020 and has held it in 12 quarters since.
Advisory Services Network's ClearPoint Neuro position peaked at $320K in Q3 2025.
129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.