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Lodestone Wealth Management’s ClearPoint Neuro CLPT Stock Holding History

Lodestone Wealth Management’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 		$198K Buy
11,098
+5,779
+109% +$72.2K 0.07% 181
2026
Q1 		$48.4K Buy
+5,319
New +$67.2K 0.02% 301

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

Lodestone Wealth Management's CLPT Position: Q2 2026 in Review

Lodestone Wealth Management increased its ClearPoint Neuro (CLPT) stake by 109% in Q2 2026, buying an estimated $72.2K and bringing the position to 11,098 shares worth $198K. The position accounts for 0.07% of the portfolio, ranked #181.

Lodestone Wealth Management first reported a position in CLPT in Q1 2026 and has held it in 2 quarters since. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Lodestone Wealth Management held 11,098 shares of ClearPoint Neuro worth $198K as of Q2 2026.
  • Lodestone Wealth Management bought 5,779 ClearPoint Neuro shares in Q2 2026, an estimated $72.2K.
  • ClearPoint Neuro made up 0.07% of Lodestone Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Lodestone Wealth Management first reported a position in ClearPoint Neuro in Q1 2026 and has held it in 2 quarters since.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.