Avion Wealth’s ClearPoint Neuro CLPT Stock Holding History

Avion Wealth’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	$0	Hold	92	–	–	﹤0.01%	1291
2025 Q4	$1K	Hold	92	–	–	﹤0.01%	989
2025 Q3	$2K	Hold	92	–	–	﹤0.01%	835
2025 Q2	$1K	Hold	92	–	–	﹤0.01%	928
2025 Q1	$1K	Hold	92	–	–	﹤0.01%	828
2024 Q4	$1K	Hold	92	–	–	﹤0.01%	825
2024 Q3	$1K	Hold	92	–	–	﹤0.01%	777
2024 Q2	$0	Hold	92	–	–	﹤0.01%	962
2024 Q1	$1K	Hold	92	–	–	﹤0.01%	884
2023 Q4	$1K	Buy	+92	New	+$521	﹤0.01%	725

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

Avion Wealth's CLPT Position: Q1 2026 in Review

Avion Wealth held its ClearPoint Neuro (CLPT) position steady in Q1 2026 at 92 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Avion Wealth first reported a position in CLPT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2K in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

Avion Wealth held 92 shares of ClearPoint Neuro worth $0 as of Q1 2026.
Avion Wealth left its ClearPoint Neuro share count unchanged in Q1 2026.
ClearPoint Neuro made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #1291 holding.
Avion Wealth first reported a position in ClearPoint Neuro in Q4 2023 and has held it in 10 quarters since.
Avion Wealth's ClearPoint Neuro position peaked at $2K in Q3 2025.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.