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 Q1	–	Sell	-12,220	Closed	-$167K	–	4118
2025 Q4	$167K	Buy	+12,220	New	+$227K	﹤0.01%	3603

Other funds holding CLPT

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Creative Planning's CLPT Position: Q1 2026 in Review

Creative Planning sold out of ClearPoint Neuro (CLPT) in Q1 2026, closing a stake of 12,220 shares — an estimated $167K sold.

Creative Planning first reported a position in CLPT in Q4 2025 and held it in 1 quarter. The position peaked at $167K in Q4 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

Creative Planning reported no remaining ClearPoint Neuro position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 12,220 ClearPoint Neuro shares in Q1 2026, an estimated $167K.
Creative Planning first reported a position in ClearPoint Neuro in Q4 2025 and held it in 1 quarter.
Creative Planning's ClearPoint Neuro position peaked at $167K in Q4 2025.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.