Morgan Stanley
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Morgan Stanley’s ClearPoint Neuro CLPT Stock Holding History

Morgan Stanley’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 		$2.96M Buy
165,786
+35,914
+28% +$449K ﹤0.01% 4596
2026
Q1 		$1.18M Buy
129,872
+17,226
+15% +$218K ﹤0.01% 5052
2025
Q4 		$1.54M Sell
112,646
-122,635
-52% -$2.27M ﹤0.01% 4962
2025
Q3 		$5.13M Sell
235,281
-97,042
-29% -$1.14M ﹤0.01% 4125
2025
Q2 		$3.97M Buy
332,323
+174,353
+110% +$2.19M ﹤0.01% 4241
2025
Q1 		$1.88M Buy
157,970
+73,631
+87% +$1.14M ﹤0.01% 4642
2024
Q4 		$1.3M Buy
84,339
+37,512
+80% +$486K ﹤0.01% 4953
2024
Q3 		$525K Sell
46,827
-43,372
-48% -$415K ﹤0.01% 5381
2024
Q2 		$486K Sell
90,199
-63,752
-41% -$369K ﹤0.01% 5309
2024
Q1 		$1.05M Sell
153,951
-8,038
-5% -$56.2K ﹤0.01% 4930
2023
Q4 		$1.1M Buy
161,989
+43,295
+36% +$245K ﹤0.01% 4873
2023
Q3 		$595K Buy
118,694
+49,156
+71% +$293K ﹤0.01% 5090
2023
Q2 		$503K Sell
69,538
-25,803
-27% -$219K ﹤0.01% 5207
2023
Q1 		$805K Buy
95,341
+1,754
+2% +$15.4K ﹤0.01% 4983
2022
Q4 		$793K Sell
93,587
-10,077
-10% -$95.5K ﹤0.01% 4991
2022
Q3 		$1.07M Sell
103,664
-24,047
-19% -$317K ﹤0.01% 4842
2022
Q2 		$1.67M Sell
127,711
-49,001
-28% -$501K ﹤0.01% 4670
2022
Q1 		$1.84M Buy
176,712
+50,416
+40% +$459K ﹤0.01% 4579
2021
Q4 		$1.42M Buy
126,296
+113,360
+876% +$1.7M ﹤0.01% 4835
2021
Q3 		$230K Sell
12,936
-18,641
-59% -$350K ﹤0.01% 5924
2021
Q2 		$603K Sell
31,577
-36,097
-53% -$698K ﹤0.01% 5407
2021
Q1 		$1.43M Buy
67,674
+59,641
+742% +$1.28M ﹤0.01% 4500
2020
Q4 		$127K Buy
8,033
+7,033
+703% +$63.1K ﹤0.01% 5809
2020
Q3 		$5K Buy
+1,000
New +$4.41K ﹤0.01% 6436
2020
Q2 		– Sell
-500
Closed -$2K – 6612
2020
Q1 		$2K Hold
500
– – ﹤0.01% 6374
2019
Q4 		$2K Sell
500
-1,054
-68% -$4.36K ﹤0.01% 6493
2019
Q3 		$8K Buy
+1,554
New +$6.37K ﹤0.01% 6266

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

Morgan Stanley's CLPT Position: Q2 2026 in Review

Morgan Stanley increased its ClearPoint Neuro (CLPT) stake by 28% in Q2 2026, buying an estimated $449K and bringing the position to 165,786 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #4596.

Morgan Stanley first reported a position in CLPT in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.13M in Q3 2025. 128 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Morgan Stanley held 165,786 shares of ClearPoint Neuro worth $2.96M as of Q2 2026.
  • Morgan Stanley bought 35,914 ClearPoint Neuro shares in Q2 2026, an estimated $449K.
  • ClearPoint Neuro made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4596 holding.
  • Morgan Stanley first reported a position in ClearPoint Neuro in Q3 2019 and has held it in 27 quarters since.
  • Morgan Stanley's ClearPoint Neuro position peaked at $5.13M in Q3 2025.
  • 128 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.