Essential Partners’s ClearPoint Neuro CLPT Stock Holding History

Essential 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	–	Sell	-1,468	Closed	-$13.4K	–	2867
2026 Q1	$13.4K	Buy	+1,468	New	+$18.5K	﹤0.01%	1106

Other funds holding CLPT

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Essential Partners's CLPT Position: Q2 2026 in Review

Essential Partners sold out of ClearPoint Neuro (CLPT) in Q2 2026, closing a stake of 1,468 shares — an estimated $13.4K sold.

Essential Partners first reported a position in CLPT in Q1 2026 and held it in 1 quarter. The position peaked at $13.4K in Q1 2026. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

Essential Partners reported no remaining ClearPoint Neuro position as of Q2 2026 after selling out during the quarter.
Essential Partners sold 1,468 ClearPoint Neuro shares in Q2 2026, an estimated $13.4K.
Essential Partners first reported a position in ClearPoint Neuro in Q1 2026 and held it in 1 quarter.
Essential Partners's ClearPoint Neuro position peaked at $13.4K in Q1 2026.
129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.