Twin Peaks Wealth Advisors’s ClearPoint Neuro CLPT Stock Holding History

Twin Peaks Wealth 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	–	Sell	-71	Closed	-$646	–	601
2026 Q1	$646	Buy	+71	New	+$896	﹤0.01%	1989

Other funds holding CLPT

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lane Generational Dover, Massachusetts $114M AUM 43.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Twin Peaks Wealth Advisors's CLPT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of ClearPoint Neuro (CLPT) in Q2 2026, closing a stake of 71 shares — an estimated $646 sold.

Twin Peaks Wealth Advisors first reported a position in CLPT in Q1 2026 and held it in 1 quarter. The position peaked at $646 in Q1 2026. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining ClearPoint Neuro position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 71 ClearPoint Neuro shares in Q2 2026, an estimated $646.
Twin Peaks Wealth Advisors first reported a position in ClearPoint Neuro in Q1 2026 and held it in 1 quarter.
Twin Peaks Wealth Advisors's ClearPoint Neuro position peaked at $646 in Q1 2026.
129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.