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 Q2	$1K	Hold	92	–	–	﹤0.01%	1205
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 $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

Avion Wealth's CLPT Position: Q2 2026 in Review

Avion Wealth held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 92 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Avion Wealth first reported a position in CLPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2K in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

Avion Wealth held 92 shares of ClearPoint Neuro worth $1K as of Q2 2026.
Avion Wealth left its ClearPoint Neuro share count unchanged in Q2 2026.
ClearPoint Neuro made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1205 holding.
Avion Wealth first reported a position in ClearPoint Neuro in Q4 2023 and has held it in 11 quarters since.
Avion Wealth's ClearPoint Neuro position peaked at $2K in Q3 2025.
129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.