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 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 $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

Bradley Foster & Sargent's CLPT Position: Q1 2026 in Review

Bradley Foster & Sargent held its ClearPoint Neuro (CLPT) position steady in Q1 2026 at 28,670 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Bradley Foster & Sargent first reported a position in CLPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $871K in Q4 2024. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

Bradley Foster & Sargent held 28,670 shares of ClearPoint Neuro worth $261K as of Q1 2026.
Bradley Foster & Sargent left its ClearPoint Neuro share count unchanged in Q1 2026.
ClearPoint Neuro made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q1 2026, its #481 holding.
Bradley Foster & Sargent first reported a position in ClearPoint Neuro in Q4 2024 and has held it in 6 quarters since.
Bradley Foster & Sargent's ClearPoint Neuro position peaked at $871K in Q4 2024.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.