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Compass Financial Management’s ClearPoint Neuro CLPT Stock Holding History

Compass Financial 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
2026
Q2 		$5.27M Buy
+295,680
New +$3.69M 0.64% 34

Other funds holding CLPT

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Vanguard Capital Management
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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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Compass Financial Management's CLPT Position: Q2 2026 in Review

Compass Financial Management opened a new position in ClearPoint Neuro (CLPT) in Q2 2026: 295,680 shares worth $5.27M. The stake represents 0.64% of the portfolio and ranks #34 among its holdings.

121 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Compass Financial Management held 295,680 shares of ClearPoint Neuro worth $5.27M as of Q2 2026.
  • ClearPoint Neuro was a new Compass Financial Management position in Q2 2026.
  • ClearPoint Neuro made up 0.64% of Compass Financial Management's portfolio in Q2 2026, its #34 holding.
  • 121 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.