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 Q2	$2.09K	Buy	117 +21	+22%	+$262	﹤0.01%	3707
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 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

EverSource Wealth Advisors's CLPT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its ClearPoint Neuro (CLPT) stake by 22% in Q2 2026, buying an estimated $262 and bringing the position to 117 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3707.

EverSource Wealth Advisors first reported a position in CLPT in Q3 2023 and has held it in 5 quarters since. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

EverSource Wealth Advisors held 117 shares of ClearPoint Neuro worth $2.09K as of Q2 2026.
EverSource Wealth Advisors bought 21 ClearPoint Neuro shares in Q2 2026, an estimated $262.
ClearPoint Neuro made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3707 holding.
EverSource Wealth Advisors first reported a position in ClearPoint Neuro in Q3 2023 and has held it in 5 quarters since.
129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.