Invesco
CLPT icon

Invesco’s ClearPoint Neuro CLPT Stock Holding History

Invesco’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
Q1 		$192K Buy
21,145
+1,302
+7% +$16.4K ﹤0.01% 3493
2025
Q4 		$271K Sell
19,843
-1,972
-9% -$36.6K ﹤0.01% 3422
2025
Q3 		$475K Buy
21,815
+1,140
+6% +$13.4K ﹤0.01% 3238
2025
Q2 		$247K Buy
+20,675
New +$260K ﹤0.01% 3445
2025
Q1 		– Sell
-247,977
Closed -$3.81M – 3782
2024
Q4 		$3.81M Buy
+247,977
New +$3.21M ﹤0.01% 2382
2024
Q2 		– Sell
-10,179
Closed -$69.2K – 3891
2024
Q1 		$69.2K Sell
10,179
-20
-0.2% -$140 ﹤0.01% 3776
2023
Q4 		$69.3K Sell
10,199
-1,335
-12% -$7.56K ﹤0.01% 3727
2023
Q3 		$57.8K Hold
11,534
– – ﹤0.01% 3785
2023
Q2 		$83.5K Buy
+11,534
New +$98.1K ﹤0.01% 3760
2021
Q4 		– Sell
-12,922
Closed -$229K – 4045
2021
Q3 		$229K Buy
+12,922
New +$242K ﹤0.01% 3753

Other funds holding CLPT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MCO
MAK Capital One New York $604M AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return