Commonwealth Equity Services
CLPT icon

Commonwealth Equity Services’s ClearPoint Neuro CLPT Stock Holding History

Commonwealth Equity Services’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 		$1.21M Sell
68,048
-3,400
-5% -$42.5K ﹤0.01% 2558
2026
Q1 		$650K Buy
71,448
+5,891
+9% +$74.4K ﹤0.01% 2981
2025
Q4 		$897K Buy
65,557
+1,109
+2% +$20.6K ﹤0.01% 2668
2025
Q3 		$1.4M Sell
64,448
-9,229
-13% -$109K ﹤0.01% 2311
2025
Q2 		$880K Buy
73,677
+3,700
+5% +$46.6K ﹤0.01% 2681
2025
Q1 		$832K Buy
69,977
+2,918
+4% +$45.4K ﹤0.01% 2612
2024
Q4 		$1.03M Sell
67,059
-583
-0.9% -$7.55K ﹤0.01% 2358
2024
Q3 		$758K Buy
67,642
+2,400
+4% +$23K ﹤0.01% 2557
2024
Q2 		$352K Buy
65,242
+1,158
+2% +$6.7K ﹤0.01% 3159
2024
Q1 		$436K Buy
64,084
+4,852
+8% +$33.9K ﹤0.01% 2942
2023
Q4 		$402K Sell
59,232
-9,298
-14% -$52.6K ﹤0.01% 2917
2023
Q3 		$343K Hold
68,530
– – ﹤0.01% 2907
2023
Q2 		$496K Sell
68,530
-1,030
-1% -$8.76K ﹤0.01% 2633
2023
Q1 		$587K Sell
69,560
-11,495
-14% -$101K ﹤0.01% 2410
2022
Q4 		$686K Sell
81,055
-2,155
-3% -$20.4K ﹤0.01% 2216
2022
Q3 		$862K Buy
83,210
+13,230
+19% +$174K ﹤0.01% 2005
2022
Q2 		$913K Buy
69,980
+15,100
+28% +$154K ﹤0.01% 1962
2022
Q1 		$571K Buy
54,880
+20,830
+61% +$190K ﹤0.01% 2416
2021
Q4 		$382K Buy
34,050
+23,590
+226% +$353K ﹤0.01% 2755
2021
Q3 		$185K Buy
+10,460
New +$196K ﹤0.01% 3301

Other funds holding CLPT

BlackRock
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
CFM
Compass Financial Management Tampa, Florida $829M AUM

Commonwealth Equity Services's CLPT Position: Q2 2026 in Review

Commonwealth Equity Services reduced its ClearPoint Neuro (CLPT) stake by 4.8% in Q2 2026, selling an estimated $42.5K and leaving 68,048 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2558.

Commonwealth Equity Services first reported a position in CLPT in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.4M in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Commonwealth Equity Services held 68,048 shares of ClearPoint Neuro worth $1.21M as of Q2 2026.
  • Commonwealth Equity Services sold 3,400 ClearPoint Neuro shares in Q2 2026, an estimated $42.5K.
  • ClearPoint Neuro made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2558 holding.
  • Commonwealth Equity Services first reported a position in ClearPoint Neuro in Q3 2021 and has held it in 20 quarters since.
  • Commonwealth Equity Services's ClearPoint Neuro position peaked at $1.4M in Q3 2025.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.