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
Q1 		$504K Buy
55,370
+15,956
+40% +$201K ﹤0.01% 2028
2025
Q4 		$539K Buy
39,414
+6,089
+18% +$113K ﹤0.01% 2259
2025
Q3 		$726K Buy
+33,325
New +$393K ﹤0.01% 1590

Other funds holding CLPT

BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Corient Private Wealth's CLPT Position: Q1 2026 in Review

Corient Private Wealth increased its ClearPoint Neuro (CLPT) stake by 40% in Q1 2026, buying an estimated $201K and bringing the position to 55,370 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Corient Private Wealth first reported a position in CLPT in Q3 2025 and has held it in 3 quarters since. The position peaked at $726K in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

  • Corient Private Wealth held 55,370 shares of ClearPoint Neuro worth $504K as of Q1 2026.
  • Corient Private Wealth bought 15,956 ClearPoint Neuro shares in Q1 2026, an estimated $201K.
  • ClearPoint Neuro made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2028 holding.
  • Corient Private Wealth first reported a position in ClearPoint Neuro in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's ClearPoint Neuro position peaked at $726K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.