Creative Planning
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Creative Planning’s ClearPoint Neuro CLPT Stock Holding History

Creative Planning’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 		$421K Buy
+23,584
New +$295K ﹤0.01% 3315
2026
Q1 		– Sell
-12,220
Closed -$167K – 4118
2025
Q4 		$167K Buy
+12,220
New +$227K ﹤0.01% 3603

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

Creative Planning's CLPT Position: Q2 2026 in Review

Creative Planning opened a new position in ClearPoint Neuro (CLPT) in Q2 2026: 23,584 shares worth $421K. The stake represents ﹤0.01% of the portfolio and ranks #3315 among its holdings. This is a return to the name: Creative Planning previously reported a position in CLPT as recently as Q4 2025.

Creative Planning first reported a position in CLPT in Q4 2025 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Creative Planning held 23,584 shares of ClearPoint Neuro worth $421K as of Q2 2026.
  • ClearPoint Neuro was a new Creative Planning position in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3315 holding.
  • Creative Planning first reported a position in ClearPoint Neuro in Q4 2025 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.