RIL
CLPT icon

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
2025
Q3 		– Sell
-40
Closed -$478 – 3165
2025
Q2 		$478 Buy
+40
New +$503 ﹤0.01% 2759

Other funds holding CLPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LG
Lane Generational Dover, Massachusetts $126M AUM 53.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BCM
Boone Capital Management Atlanta, Georgia $326M AUM 86.31% 1-Year Est. Return

Rothschild Investment LLC's CLPT Position: Q3 2025 in Review

Rothschild Investment LLC sold out of ClearPoint Neuro (CLPT) in Q3 2025, closing a stake of 40 shares — an estimated $478 sold.

Rothschild Investment LLC first reported a position in CLPT in Q2 2025 and held it in 1 quarter. The position peaked at $478 in Q2 2025. 107 funds tracked by Wall St. Rank hold CLPT as of Q3 2025.

  • Rothschild Investment LLC reported no remaining ClearPoint Neuro position as of Q3 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 40 ClearPoint Neuro shares in Q3 2025, an estimated $478.
  • Rothschild Investment LLC first reported a position in ClearPoint Neuro in Q2 2025 and held it in 1 quarter.
  • Rothschild Investment LLC's ClearPoint Neuro position peaked at $478 in Q2 2025.
  • 107 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q3 2025.

Based on Rothschild Investment LLC's 13F filing for Q3 2025, filed 7 Nov 2025.