Bell Investment Advisors’s ClearPoint Neuro CLPT Stock Holding History

Bell Investment Advisors’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	$1.86K	Hold	104	–	–	﹤0.01%	1361
2026 Q1	$947	Hold	104	–	–	﹤0.01%	1568
2025 Q4	$1.42K	Hold	104	–	–	﹤0.01%	1453
2025 Q3	$2.27K	Hold	104	–	–	﹤0.01%	1293
2025 Q2	$1.24K	Hold	104	–	–	﹤0.01%	1523
2025 Q1	$1.24K	Hold	104	–	–	﹤0.01%	1482
2024 Q4	$1.6K	Hold	104	–	–	﹤0.01%	1411
2024 Q3	$1.17K	Hold	104	–	–	﹤0.01%	1545
2024 Q2	$561	Hold	104	–	–	﹤0.01%	1769
2024 Q1	$708	Hold	104	–	–	﹤0.01%	1702
2023 Q4	$707	Buy	+104	New	+$589	﹤0.01%	1694

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

Bell Investment Advisors's CLPT Position: Q2 2026 in Review

Bell Investment Advisors held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 104 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

Bell Investment Advisors first reported a position in CLPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.27K in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

Bell Investment Advisors held 104 shares of ClearPoint Neuro worth $1.86K as of Q2 2026.
Bell Investment Advisors left its ClearPoint Neuro share count unchanged in Q2 2026.
ClearPoint Neuro made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1361 holding.
Bell Investment Advisors first reported a position in ClearPoint Neuro in Q4 2023 and has held it in 11 quarters since.
Bell Investment Advisors's ClearPoint Neuro position peaked at $2.27K in Q3 2025.
129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.