IWC
CLPT icon

Integrated Wealth Concepts’s ClearPoint Neuro CLPT Stock Holding History

Integrated Wealth Concepts’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 		$357 Buy
+20
New +$250 ﹤0.01% 5691

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

Integrated Wealth Concepts's CLPT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in ClearPoint Neuro (CLPT) in Q2 2026: 20 shares worth $357. The stake represents ﹤0.01% of the portfolio and ranks #5691 among its holdings.

129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Integrated Wealth Concepts held 20 shares of ClearPoint Neuro worth $357 as of Q2 2026.
  • ClearPoint Neuro was a new Integrated Wealth Concepts position in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5691 holding.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.