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Newbridge Financial Services Group’s ClearPoint Neuro CLPT Stock Holding History

Newbridge Financial Services Group’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 		$18 Hold
1
– – ﹤0.01% 1215
2026
Q1 		$9 Hold
1
– – ﹤0.01% 1172
2025
Q4 		$14 Hold
1
– – ﹤0.01% 1168
2025
Q3 		$22 Hold
1
– – ﹤0.01% 1275
2025
Q2 		$12 Hold
1
– – ﹤0.01% 1307
2025
Q1 		$12 Hold
1
– – ﹤0.01% 1036
2024
Q4 		$15 Buy
+1
New +$13 ﹤0.01% 1130

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State Street
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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

Newbridge Financial Services Group's CLPT Position: Q2 2026 in Review

Newbridge Financial Services Group held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Newbridge Financial Services Group first reported a position in CLPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $22 in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Newbridge Financial Services Group held 1 share of ClearPoint Neuro worth $18 as of Q2 2026.
  • Newbridge Financial Services Group left its ClearPoint Neuro share count unchanged in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1215 holding.
  • Newbridge Financial Services Group first reported a position in ClearPoint Neuro in Q4 2024 and has held it in 7 quarters since.
  • Newbridge Financial Services Group's ClearPoint Neuro position peaked at $22 in Q3 2025.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.