LRI Investments’s ClearPoint Neuro CLPT Stock Holding History

LRI Investments’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	–	Sell	-42	Closed	-$575	–	1432
2025 Q4	$575	Buy	+42	New	+$779	﹤0.01%	1299

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

LRI Investments's CLPT Position: Q1 2026 in Review

LRI Investments sold out of ClearPoint Neuro (CLPT) in Q1 2026, closing a stake of 42 shares — an estimated $575 sold.

LRI Investments first reported a position in CLPT in Q4 2025 and held it in 1 quarter. The position peaked at $575 in Q4 2025. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

LRI Investments reported no remaining ClearPoint Neuro position as of Q1 2026 after selling out during the quarter.
LRI Investments sold 42 ClearPoint Neuro shares in Q1 2026, an estimated $575.
LRI Investments first reported a position in ClearPoint Neuro in Q4 2025 and held it in 1 quarter.
LRI Investments's ClearPoint Neuro position peaked at $575 in Q4 2025.
118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.