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Jones Financial Companies’s
ClearPoint Neuro
CLPT
Stock Holding History
Jones Financial Companies’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
$907
Buy
100
+50
+100%
+$631
﹤0.01%
4370
2025
Q4
$684
Buy
+50
New
+$927
﹤0.01%
4101
Other funds holding CLPT
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
SG Americas Securities
New York
$90.6B AUM
36.98%
1-Year Est. Return
Brown Advisory
Baltimore, Maryland
$60.9B AUM
15.24%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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