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CoreCap Advisors’s ClearPoint Neuro CLPT Stock Holding History

CoreCap Advisors’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 		$144K Hold
8,054
– – ﹤0.01% 979
2026
Q1 		$73.3K Hold
8,054
– – ﹤0.01% 1154
2025
Q4 		$110K Hold
8,054
– – ﹤0.01% 990
2025
Q3 		$175K Hold
8,054
– – 0.01% 841
2025
Q2 		$96.2K Hold
8,054
– – ﹤0.01% 992
2025
Q1 		$95.8K Hold
8,054
– – ﹤0.01% 925
2024
Q4 		$124K Hold
8,054
– – 0.01% 852
2024
Q3 		$90.3K Hold
8,054
– – ﹤0.01% 959
2024
Q2 		$43.4K Hold
8,054
– – ﹤0.01% 697
2024
Q1 		$54.8K Buy
+8,054
New +$56.3K ﹤0.01% 1070

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

CoreCap Advisors's CLPT Position: Q2 2026 in Review

CoreCap Advisors held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 8,054 shares worth $144K. The position accounts for ﹤0.01% of the portfolio, ranked #979.

CoreCap Advisors first reported a position in CLPT in Q1 2024 and has held it in 10 quarters since. The position peaked at $175K in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • CoreCap Advisors held 8,054 shares of ClearPoint Neuro worth $144K as of Q2 2026.
  • CoreCap Advisors left its ClearPoint Neuro share count unchanged in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #979 holding.
  • CoreCap Advisors first reported a position in ClearPoint Neuro in Q1 2024 and has held it in 10 quarters since.
  • CoreCap Advisors's ClearPoint Neuro position peaked at $175K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.