LPL Financial
CLPT icon

LPL Financial’s ClearPoint Neuro CLPT Stock Holding History

LPL Financial’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 		$1.22M Buy
68,391
+4,200
+7% +$52.5K ﹤0.01% 4248
2026
Q1 		$584K Buy
64,191
+6,984
+12% +$88.2K ﹤0.01% 4624
2025
Q4 		$783K Buy
57,207
+9,857
+21% +$183K ﹤0.01% 4316
2025
Q3 		$1.03M Buy
47,350
+628
+1% +$7.4K ﹤0.01% 3974
2025
Q2 		$558K Buy
46,722
+4,972
+12% +$62.6K ﹤0.01% 4285
2025
Q1 		$496K Buy
41,750
+1,500
+4% +$23.3K ﹤0.01% 4183
2024
Q4 		$619K Buy
40,250
+1,750
+5% +$22.7K ﹤0.01% 3903
2024
Q3 		$432K Sell
38,500
-1,000
-3% -$9.58K ﹤0.01% 4123
2024
Q2 		$213K Buy
39,500
+750
+2% +$4.34K ﹤0.01% 4520
2024
Q1 		$264K Buy
38,750
+6,300
+19% +$44K ﹤0.01% 4305
2023
Q4 		$220K Buy
32,450
+1,000
+3% +$5.66K ﹤0.01% 4324
2023
Q3 		$158K Buy
31,450
+2,000
+7% +$11.9K ﹤0.01% 4314
2023
Q2 		$213K Buy
29,450
+2,925
+11% +$24.9K ﹤0.01% 4106
2023
Q1 		$224K Sell
26,525
-100
-0.4% -$876 ﹤0.01% 3956
2022
Q4 		$226K Sell
26,625
-7,000
-21% -$66.3K ﹤0.01% 3892
2022
Q3 		$348K Buy
33,625
+1,775
+6% +$23.4K ﹤0.01% 3453
2022
Q2 		$416K Buy
31,850
+5,325
+20% +$54.4K ﹤0.01% 3362
2022
Q1 		$276K Buy
26,525
+5,750
+28% +$52.3K ﹤0.01% 3625
2021
Q4 		$233K Buy
20,775
+10,450
+101% +$156K ﹤0.01% 3879
2021
Q3 		$183K Buy
10,325
+300
+3% +$5.63K ﹤0.01% 4013
2021
Q2 		$191K Buy
+10,025
New +$194K ﹤0.01% 3913

Other funds holding CLPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PC
Pier Capital Stamford, Connecticut $755M AUM 94.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CCM
Conway Capital Management Burbank, California $225M AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial's CLPT Position: Q2 2026 in Review

LPL Financial increased its ClearPoint Neuro (CLPT) stake by 6.5% in Q2 2026, buying an estimated $52.5K and bringing the position to 68,391 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #4248.

LPL Financial first reported a position in CLPT in Q2 2021 and has held it in 21 quarters since. 45 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • LPL Financial held 68,391 shares of ClearPoint Neuro worth $1.22M as of Q2 2026.
  • LPL Financial bought 4,200 ClearPoint Neuro shares in Q2 2026, an estimated $52.5K.
  • ClearPoint Neuro made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4248 holding.
  • LPL Financial first reported a position in ClearPoint Neuro in Q2 2021 and has held it in 21 quarters since.
  • 45 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.