Cahill Wealth Management’s ClearPoint Neuro CLPT Stock Holding History

Cahill Wealth Management’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
2025 Q1	$2.92M	Buy	245,347 +925	+0.4%	+$14.4K	1.48%	13
2024 Q4	$3.76M	Hold	244,422	–	–	1.92%	10
2024 Q3	$2.74M	Buy	244,422 +35	+0%	+$335	1.41%	13
2024 Q2	$1.32M	Hold	244,387	–	–	0.79%	21
2024 Q1	$1.66M	Buy	244,387 +12,124	+5%	+$84.7K	0.97%	17
2023 Q4	$1.58M	Buy	232,263 +44,179	+23%	+$250K	1.06%	16
2023 Q3	$942K	Buy	188,084 +2,609	+1%	+$15.5K	0.72%	21
2023 Q2	$1.34M	Buy	185,475 +21,605	+13%	+$184K	0.93%	18
2023 Q1	$1.38M	Buy	163,870 +4,015	+3%	+$35.2K	1.02%	16
2022 Q4	$1.5M	Buy	159,855 +27,667	+21%	+$262K	1.09%	16
2022 Q3	$1.37M	Buy	132,188 +32,816	+33%	+$432K	1.22%	14
2022 Q2	$1.3M	Buy	99,372 +56,391	+131%	+$576K	1.1%	16
2022 Q1	$447K	Buy	+42,981	New	+$391K	0.33%	30

Other funds holding CLPT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Cahill Wealth Management's CLPT Position: Q1 2025 in Review

Cahill Wealth Management increased its ClearPoint Neuro (CLPT) stake by 0.38% in Q1 2025, buying an estimated $14.4K and bringing the position to 245,347 shares worth $2.92M. The position accounts for 1.48% of the portfolio, ranked #13.

Cahill Wealth Management first reported a position in CLPT in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.76M in Q4 2024. 101 funds tracked by Wall St. Rank hold CLPT as of Q1 2025.

Cahill Wealth Management held 245,347 shares of ClearPoint Neuro worth $2.92M as of Q1 2025.
Cahill Wealth Management bought 925 ClearPoint Neuro shares in Q1 2025, an estimated $14.4K.
ClearPoint Neuro made up 1.48% of Cahill Wealth Management's portfolio in Q1 2025, its #13 holding.
Cahill Wealth Management first reported a position in ClearPoint Neuro in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's ClearPoint Neuro position peaked at $3.76M in Q4 2024.
101 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.