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Financial Management Professionals’s ClearPoint Neuro CLPT Stock Holding History

Financial Management Professionals’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 		$13.7K Hold
768
– – ﹤0.01% 531
2026
Q1 		$6.99K Hold
768
– – ﹤0.01% 587
2025
Q4 		$10.5K Sell
768
-524
-41% -$9.71K ﹤0.01% 527
2025
Q3 		$28.2K Buy
+1,292
New +$15.2K ﹤0.01% 326

Other funds holding CLPT

CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Financial Management Professionals's CLPT Position: Q2 2026 in Review

Financial Management Professionals held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 768 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Financial Management Professionals first reported a position in CLPT in Q3 2025 and has held it in 4 quarters since. The position peaked at $28.2K in Q3 2025. 9 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Financial Management Professionals held 768 shares of ClearPoint Neuro worth $13.7K as of Q2 2026.
  • Financial Management Professionals left its ClearPoint Neuro share count unchanged in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #531 holding.
  • Financial Management Professionals first reported a position in ClearPoint Neuro in Q3 2025 and has held it in 4 quarters since.
  • Financial Management Professionals's ClearPoint Neuro position peaked at $28.2K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.