Allworth Financial’s ClearPoint Neuro CLPT Stock Holding History

Allworth Financial’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	$628	Buy	69 +4	+6%	+$51	﹤0.01%	4688
2025 Q4	$890	Sell	65 -2,000	-97%	-$37.1K	﹤0.01%	4392
2025 Q3	$45K	Hold	2,065	–	–	﹤0.01%	2168
2025 Q2	$24.7K	Buy	2,065 +2,000	+3,077%	+$25.2K	﹤0.01%	2394
2025 Q1	$929	Hold	65	–	–	﹤0.01%	3494
2024 Q4	$1.17K	Hold	65	–	–	﹤0.01%	3343
2024 Q3	$729	Hold	65	–	–	﹤0.01%	3331
2024 Q2	$460	Hold	65	–	–	﹤0.01%	3392
2024 Q1	$442	Hold	65	–	–	﹤0.01%	3313
2023 Q4	$442	Hold	65	–	–	﹤0.01%	3162
2023 Q3	$326	Hold	65	–	–	﹤0.01%	3149
2023 Q2	$471	Hold	65	–	–	﹤0.01%	2911
2023 Q1	$549	Hold	65	–	–	﹤0.01%	2823
2022 Q4	$551	Hold	65	–	–	﹤0.01%	2610
2022 Q3	$1K	Buy	+65	New	+$857	﹤0.01%	2340

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

Allworth Financial's CLPT Position: Q1 2026 in Review

Allworth Financial increased its ClearPoint Neuro (CLPT) stake by 6.2% in Q1 2026, buying an estimated $51 and bringing the position to 69 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #4688.

Allworth Financial first reported a position in CLPT in Q3 2022 and has held it in 15 quarters since. The position peaked at $45K in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

Allworth Financial held 69 shares of ClearPoint Neuro worth $628 as of Q1 2026.
Allworth Financial bought 4 ClearPoint Neuro shares in Q1 2026, an estimated $51.
ClearPoint Neuro made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4688 holding.
Allworth Financial first reported a position in ClearPoint Neuro in Q3 2022 and has held it in 15 quarters since.
Allworth Financial's ClearPoint Neuro position peaked at $45K in Q3 2025.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.