Bradley Foster & Sargent’s ClearPoint Neuro CLPT Stock Holding History

Bradley Foster & Sargent’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	$511K	Hold	28,670	–	–	0.01%	407
2026 Q1	$261K	Hold	28,670	–	–	﹤0.01%	481
2025 Q4	$392K	Hold	28,670	–	–	0.01%	427
2025 Q3	$625K	Hold	28,670	–	–	0.01%	362
2025 Q2	$342K	Hold	28,670	–	–	0.01%	444
2025 Q1	$341K	Sell	28,670 -27,993	-49%	-$435K	0.01%	387
2024 Q4	$871K	Buy	+56,663	New	+$734K	0.01%	293

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

Bradley Foster & Sargent's CLPT Position: Q2 2026 in Review

Bradley Foster & Sargent held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 28,670 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #407.

Bradley Foster & Sargent first reported a position in CLPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $871K in Q4 2024. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

Bradley Foster & Sargent held 28,670 shares of ClearPoint Neuro worth $511K as of Q2 2026.
Bradley Foster & Sargent left its ClearPoint Neuro share count unchanged in Q2 2026.
ClearPoint Neuro made up 0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #407 holding.
Bradley Foster & Sargent first reported a position in ClearPoint Neuro in Q4 2024 and has held it in 7 quarters since.
Bradley Foster & Sargent's ClearPoint Neuro position peaked at $871K in Q4 2024.
129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.