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NewEdge Advisors’s ClearPoint Neuro CLPT Stock Holding History

NewEdge Advisors’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 		$29.4K Hold
1,649
– – ﹤0.01% 3255
2026
Q1 		$15K Sell
1,649
-15,549
-90% -$196K ﹤0.01% 3285
2025
Q4 		$235K Buy
+17,198
New +$319K ﹤0.01% 2484
2025
Q1 		– Sell
-21,114
Closed -$325K – 3994
2024
Q4 		$325K Buy
21,114
+1,431
+7% +$18.5K ﹤0.01% 1836
2024
Q3 		$221K Buy
+19,683
New +$188K ﹤0.01% 1958

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

NewEdge Advisors's CLPT Position: Q2 2026 in Review

NewEdge Advisors held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 1,649 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3255.

NewEdge Advisors first reported a position in CLPT in Q3 2024 and has held it in 5 quarters since. The position peaked at $325K in Q4 2024. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • NewEdge Advisors held 1,649 shares of ClearPoint Neuro worth $29.4K as of Q2 2026.
  • NewEdge Advisors left its ClearPoint Neuro share count unchanged in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3255 holding.
  • NewEdge Advisors first reported a position in ClearPoint Neuro in Q3 2024 and has held it in 5 quarters since.
  • NewEdge Advisors's ClearPoint Neuro position peaked at $325K in Q4 2024.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.