Brown Advisory’s ClearPoint Neuro CLPT Stock Holding History

Brown Advisory’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	$2.97M	Sell	325,906 -4,821	-1%	-$60.9K	﹤0.01%	611
2025 Q4	$4.52M	Hold	330,727	–	–	0.01%	557
2025 Q3	$7.21M	Sell	330,727 -177	-0.1%	-$2.08K	0.01%	467
2025 Q2	$3.95M	Sell	330,904 -191	-0.1%	-$2.4K	0.01%	544
2025 Q1	$3.94M	Sell	331,095 -2,300	-0.7%	-$35.8K	0.01%	530
2024 Q4	$5.13M	Hold	333,395	–	–	0.01%	516
2024 Q3	$3.74M	Hold	333,395	–	–	﹤0.01%	548
2024 Q2	$1.8M	Hold	333,395	–	–	﹤0.01%	649
2024 Q1	$2.27M	Hold	333,395	–	–	﹤0.01%	612
2023 Q4	$2.26M	Hold	333,395	–	–	﹤0.01%	601
2023 Q3	$1.67M	Sell	333,395 -220	-0.1%	-$1.31K	﹤0.01%	642
2023 Q2	$2.42M	Hold	333,615	–	–	﹤0.01%	578
2023 Q1	$2.82M	Buy	333,615 +5,000	+2%	+$43.8K	﹤0.01%	548
2022 Q4	$2.78M	Buy	328,615 +600	+0.2%	+$5.69K	0.01%	555
2022 Q3	$3.4M	Hold	328,015	–	–	0.01%	500
2022 Q2	$4.28M	Buy	328,015 +201,231	+159%	+$2.06M	0.01%	473
2022 Q1	$1.32M	Buy	126,784 +114,690	+948%	+$1.04M	﹤0.01%	665
2021 Q4	$136K	Buy	12,094 +1,700	+16%	+$25.4K	﹤0.01%	1203
2021 Q3	$184K	Sell	10,394 -4,850	-32%	-$91K	﹤0.01%	1062
2021 Q2	$291K	Hold	15,244	–	–	﹤0.01%	953
2021 Q1	$322K	Hold	15,244	–	–	﹤0.01%	934
2020 Q4	$242K	Sell	15,244 -12,756	-46%	-$114K	﹤0.01%	926
2020 Q3	$153K	Hold	28,000	–	–	﹤0.01%	924
2020 Q2	$100K	Hold	28,000	–	–	﹤0.01%	921
2020 Q1	$100K	Hold	28,000	–	–	﹤0.01%	903
2019 Q4	$134K	Hold	28,000	–	–	﹤0.01%	1003
2019 Q3	$142K	Buy	+28,000	New	+$115K	﹤0.01%	967

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Brown Advisory's CLPT Position: Q1 2026 in Review

Brown Advisory reduced its ClearPoint Neuro (CLPT) stake by 1.5% in Q1 2026, selling an estimated $60.9K and leaving 325,906 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Brown Advisory first reported a position in CLPT in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.21M in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

Brown Advisory held 325,906 shares of ClearPoint Neuro worth $2.97M as of Q1 2026.
Brown Advisory sold 4,821 ClearPoint Neuro shares in Q1 2026, an estimated $60.9K.
ClearPoint Neuro made up ﹤0.01% of Brown Advisory's portfolio in Q1 2026, its #611 holding.
Brown Advisory first reported a position in ClearPoint Neuro in Q3 2019 and has held it in 27 quarters since.
Brown Advisory's ClearPoint Neuro position peaked at $7.21M in Q3 2025.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Brown Advisory's 13F filing for Q1 2026, filed 15 May 2026.