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EverSource Wealth Advisors’s ClearPoint Neuro CLPT Stock Holding History

EverSource Wealth Advisors’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 		$873 Buy
96
+91
+1,820% +$1.15K ﹤0.01% 3899
2025
Q4 		$68 Hold
5
– – ﹤0.01% 4147
2025
Q3 		$109 Buy
+5
New +$59 ﹤0.01% 4186
2023
Q4 		– Sell
-195
Closed -$977 – 2656
2023
Q3 		$977 Buy
+195
New +$1.16K ﹤0.01% 2229

Other funds holding CLPT

BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

EverSource Wealth Advisors's CLPT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its ClearPoint Neuro (CLPT) stake by 1,820% in Q1 2026, buying an estimated $1.15K and bringing the position to 96 shares worth $873. The position accounts for ﹤0.01% of the portfolio, ranked #3899.

EverSource Wealth Advisors first reported a position in CLPT in Q3 2023 and has held it in 4 quarters since. The position peaked at $977 in Q3 2023. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

  • EverSource Wealth Advisors held 96 shares of ClearPoint Neuro worth $873 as of Q1 2026.
  • EverSource Wealth Advisors bought 91 ClearPoint Neuro shares in Q1 2026, an estimated $1.15K.
  • ClearPoint Neuro made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3899 holding.
  • EverSource Wealth Advisors first reported a position in ClearPoint Neuro in Q3 2023 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's ClearPoint Neuro position peaked at $977 in Q3 2023.
  • 118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.