Corient Private Wealth
CLPT icon

Corient Private Wealth’s ClearPoint Neuro CLPT Stock Holding History

Corient Private Wealth’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 		$463K Sell
25,932
-29,438
-53% -$368K ﹤0.01% 2279
2026
Q1 		$504K Buy
55,370
+35,663
+181% +$450K ﹤0.01% 2028
2025
Q4 		$270K Sell
19,707
-13,618
-41% -$252K ﹤0.01% 2240
2025
Q3 		$726K Buy
+33,325
New +$393K ﹤0.01% 1590

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

Corient Private Wealth's CLPT Position: Q2 2026 in Review

Corient Private Wealth reduced its ClearPoint Neuro (CLPT) stake by 53% in Q2 2026, selling an estimated $368K and leaving 25,932 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2279.

Corient Private Wealth first reported a position in CLPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $726K in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Corient Private Wealth held 25,932 shares of ClearPoint Neuro worth $463K as of Q2 2026.
  • Corient Private Wealth sold 29,438 ClearPoint Neuro shares in Q2 2026, an estimated $368K.
  • ClearPoint Neuro made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2279 holding.
  • Corient Private Wealth first reported a position in ClearPoint Neuro in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's ClearPoint Neuro position peaked at $726K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.