Focus Partners Wealth
CLPT icon

Focus Partners Wealth’s ClearPoint Neuro CLPT Stock Holding History

Focus Partners Wealth’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
2025
Q4 		– Sell
-121,106
Closed -$8.13M – 2685
2025
Q3 		$8.13M Buy
121,106
+100,983
+502% +$1.19M 0.01% 613
2025
Q2 		$240K Buy
+20,123
New +$253K ﹤0.01% 1783

Other funds holding CLPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SC
Stempoint Capital New York $581M AUM 373.68% 1-Year Est. Return
FCM
FirstWave Capital Management Miami, Florida $227M AUM
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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Focus Partners Wealth's CLPT Position: Q4 2025 in Review

Focus Partners Wealth sold out of ClearPoint Neuro (CLPT) in Q4 2025, closing a stake of 121,106 shares — an estimated $8.13M sold.

Focus Partners Wealth first reported a position in CLPT in Q2 2025 and held it in 2 quarters. The position peaked at $8.13M in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q4 2025.

  • Focus Partners Wealth reported no remaining ClearPoint Neuro position as of Q4 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 121,106 ClearPoint Neuro shares in Q4 2025, an estimated $8.13M.
  • Focus Partners Wealth first reported a position in ClearPoint Neuro in Q2 2025 and held it in 2 quarters.
  • Focus Partners Wealth's ClearPoint Neuro position peaked at $8.13M in Q3 2025.
  • 118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q4 2025.

Based on Focus Partners Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.