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 Q2	$1.32K	Buy	74 +5	+7%	+$62	﹤0.01%	4649
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 $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

Allworth Financial's CLPT Position: Q2 2026 in Review

Allworth Financial increased its ClearPoint Neuro (CLPT) stake by 7.2% in Q2 2026, buying an estimated $62 and bringing the position to 74 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #4649.

Allworth Financial first reported a position in CLPT in Q3 2022 and has held it in 16 quarters since. The position peaked at $45K in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

Allworth Financial held 74 shares of ClearPoint Neuro worth $1.32K as of Q2 2026.
Allworth Financial bought 5 ClearPoint Neuro shares in Q2 2026, an estimated $62.
ClearPoint Neuro made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4649 holding.
Allworth Financial first reported a position in ClearPoint Neuro in Q3 2022 and has held it in 16 quarters since.
Allworth Financial's ClearPoint Neuro position peaked at $45K in Q3 2025.
129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.