Key Financial Inc’s ClearPoint Neuro CLPT Stock Holding History

Key Financial Inc’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	$446	Hold	25	–	–	﹤0.01%	1273
2026 Q1	$228	Hold	25	–	–	﹤0.01%	1341
2025 Q4	$342	Hold	25	–	–	﹤0.01%	1347
2025 Q3	$523	Hold	25	–	–	﹤0.01%	1331
2025 Q2	$298	Hold	25	–	–	﹤0.01%	1366
2025 Q1	$297	Hold	25	–	–	﹤0.01%	1326
2024 Q4	$384	Hold	25	–	–	﹤0.01%	1309
2024 Q3	$280	Hold	25	–	–	﹤0.01%	1299
2024 Q2	$135	Hold	25	–	–	﹤0.01%	1306
2024 Q1	$170	Hold	25	–	–	﹤0.01%	1273
2023 Q4	$170	Buy	+25	New	+$142	﹤0.01%	1282

Other funds holding CLPT

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Key Financial Inc's CLPT Position: Q2 2026 in Review

Key Financial Inc held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 25 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Key Financial Inc first reported a position in CLPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $523 in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

Key Financial Inc held 25 shares of ClearPoint Neuro worth $446 as of Q2 2026.
Key Financial Inc left its ClearPoint Neuro share count unchanged in Q2 2026.
ClearPoint Neuro made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1273 holding.
Key Financial Inc first reported a position in ClearPoint Neuro in Q4 2023 and has held it in 11 quarters since.
Key Financial Inc's ClearPoint Neuro position peaked at $523 in Q3 2025.
129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.