Carson Wealth (CWM LLC)’s ClearPoint Neuro CLPT Stock Holding History

Carson Wealth (CWM LLC)’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	$28K	Buy	3,078 +1,387	+82%	+$17.5K	﹤0.01%	4218
2025 Q4	$23K	Buy	1,691 +927	+121%	+$17.2K	﹤0.01%	4082
2025 Q3	$17K	Buy	+764	New	+$9K	﹤0.01%	4212
2024 Q3	–	Sell	-13	Closed	–	–	4865
2024 Q2	$0	Buy	+13	New	+$75	﹤0.01%	4623
2023 Q4	–	Sell	-213	Closed	-$1K	–	4176
2023 Q3	$1K	Buy	+213	New	+$1.27K	﹤0.01%	3945

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

Carson Wealth (CWM LLC)'s CLPT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its ClearPoint Neuro (CLPT) stake by 82% in Q1 2026, buying an estimated $17.5K and bringing the position to 3,078 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #4218.

Carson Wealth (CWM LLC) first reported a position in CLPT in Q3 2023 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

Carson Wealth (CWM LLC) held 3,078 shares of ClearPoint Neuro worth $28K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,387 ClearPoint Neuro shares in Q1 2026, an estimated $17.5K.
ClearPoint Neuro made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4218 holding.
Carson Wealth (CWM LLC) first reported a position in ClearPoint Neuro in Q3 2023 and has held it in 5 quarters since.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.