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Dunhill Financial’s ClearPoint Neuro CLPT Stock Holding History

Dunhill Financial’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 		– Sell
-1,500
Closed -$13.7K – 1676
2026
Q1 		$13.7K Hold
1,500
– – ﹤0.01% 488
2025
Q4 		$20.5K Hold
1,500
– – 0.01% 388
2025
Q3 		$32.7K Hold
1,500
– – 0.01% 306
2025
Q2 		$17.9K Hold
1,500
– – 0.01% 351
2025
Q1 		$17.8K Hold
1,500
– – 0.01% 311
2024
Q4 		$23.1K Hold
1,500
– – 0.01% 264
2024
Q3 		$16.8K Buy
+1,500
New +$14.4K 0.01% 295

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

Dunhill Financial's CLPT Position: Q2 2026 in Review

Dunhill Financial sold out of ClearPoint Neuro (CLPT) in Q2 2026, closing a stake of 1,500 shares — an estimated $13.7K sold.

Dunhill Financial first reported a position in CLPT in Q3 2024 and held it in 7 quarters. The position peaked at $32.7K in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Dunhill Financial reported no remaining ClearPoint Neuro position as of Q2 2026 after selling out during the quarter.
  • Dunhill Financial sold 1,500 ClearPoint Neuro shares in Q2 2026, an estimated $13.7K.
  • Dunhill Financial first reported a position in ClearPoint Neuro in Q3 2024 and held it in 7 quarters.
  • Dunhill Financial's ClearPoint Neuro position peaked at $32.7K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.