Financial Engines Advisors
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Financial Engines Advisors’s ClearPoint Neuro CLPT Stock Holding History

Financial Engines 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 		$1.87M Hold
105,033
– – ﹤0.01% 250
2026
Q1 		$956K Hold
105,033
– – ﹤0.01% 310
2025
Q4 		$1.44M Buy
105,033
+219
+0.2% +$4.06K ﹤0.01% 270
2025
Q3 		$2.28M Sell
104,814
-145,533
-58% -$1.71M ﹤0.01% 217
2025
Q2 		$2.99M Buy
+250,347
New +$3.15M 0.01% 178

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

Financial Engines Advisors's CLPT Position: Q2 2026 in Review

Financial Engines Advisors held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 105,033 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Financial Engines Advisors first reported a position in CLPT in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.99M in Q2 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Financial Engines Advisors held 105,033 shares of ClearPoint Neuro worth $1.87M as of Q2 2026.
  • Financial Engines Advisors left its ClearPoint Neuro share count unchanged in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #250 holding.
  • Financial Engines Advisors first reported a position in ClearPoint Neuro in Q2 2025 and has held it in 5 quarters since.
  • Financial Engines Advisors's ClearPoint Neuro position peaked at $2.99M in Q2 2025.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.