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Rothschild Investment LLC’s ClearPoint Neuro CLPT Stock Holding History

Rothschild Investment LLC’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 		$268 Buy
+15
New +$187 ﹤0.01% 3395
2025
Q3 		– Sell
-40
Closed -$478 – 3165
2025
Q2 		$478 Buy
+40
New +$503 ﹤0.01% 2759

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State Street
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Geode Capital Management
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LG
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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

Rothschild Investment LLC's CLPT Position: Q2 2026 in Review

Rothschild Investment LLC opened a new position in ClearPoint Neuro (CLPT) in Q2 2026: 15 shares worth $268. The stake represents ﹤0.01% of the portfolio and ranks #3395 among its holdings. This is a return to the name: Rothschild Investment LLC previously reported a position in CLPT as recently as Q2 2025.

Rothschild Investment LLC first reported a position in CLPT in Q2 2025 and has held it in 2 quarters since. The position peaked at $478 in Q2 2025. 128 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Rothschild Investment LLC held 15 shares of ClearPoint Neuro worth $268 as of Q2 2026.
  • ClearPoint Neuro was a new Rothschild Investment LLC position in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3395 holding.
  • Rothschild Investment LLC first reported a position in ClearPoint Neuro in Q2 2025 and has held it in 2 quarters since.
  • Rothschild Investment LLC's ClearPoint Neuro position peaked at $478 in Q2 2025.
  • 128 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.