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 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 $5.72T AUM 30.48% 1-Year Est. Return

MCO

MAK Capital One New York $679M 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

Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Key Financial Inc's CLPT Position: Q1 2026 in Review

Key Financial Inc held its ClearPoint Neuro (CLPT) position steady in Q1 2026 at 25 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Key Financial Inc first reported a position in CLPT in Q4 2023 and has held it in 10 quarters since. The position peaked at $523 in Q3 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

Key Financial Inc held 25 shares of ClearPoint Neuro worth $228 as of Q1 2026.
Key Financial Inc left its ClearPoint Neuro share count unchanged in Q1 2026.
ClearPoint Neuro made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1341 holding.
Key Financial Inc first reported a position in ClearPoint Neuro in Q4 2023 and has held it in 10 quarters since.
Key Financial Inc's ClearPoint Neuro position peaked at $523 in Q3 2025.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.