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Curated Wealth Partners’s ClearPoint Neuro CLPT Stock Holding History

Curated Wealth Partners’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 		$10.6K Buy
+10,000
New +$125K ﹤0.01% 825

Other funds holding CLPT

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Curated Wealth Partners's CLPT Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in ClearPoint Neuro (CLPT) in Q2 2026: 10,000 shares worth $10.6K. The stake represents ﹤0.01% of the portfolio and ranks #825 among its holdings.

9 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Curated Wealth Partners held 10,000 shares of ClearPoint Neuro worth $10.6K as of Q2 2026.
  • ClearPoint Neuro was a new Curated Wealth Partners position in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #825 holding.
  • 9 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.