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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
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 $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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

NewEdge Advisors's CLPT Position: Q1 2026 in Review

NewEdge Advisors reduced its ClearPoint Neuro (CLPT) stake by 90% in Q1 2026, selling an estimated $196K and leaving 1,649 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.

NewEdge Advisors first reported a position in CLPT in Q3 2024 and has held it in 4 quarters since. The position peaked at $325K in Q4 2024. 118 funds tracked by Wall St. Rank hold CLPT as of Q1 2026.

  • NewEdge Advisors held 1,649 shares of ClearPoint Neuro worth $15K as of Q1 2026.
  • NewEdge Advisors sold 15,549 ClearPoint Neuro shares in Q1 2026, an estimated $196K.
  • ClearPoint Neuro made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3285 holding.
  • NewEdge Advisors first reported a position in ClearPoint Neuro in Q3 2024 and has held it in 4 quarters since.
  • NewEdge Advisors's ClearPoint Neuro position peaked at $325K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.