UBS AM
CLPT icon

UBS AM’s ClearPoint Neuro CLPT Stock Holding History

UBS AM’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 		$65.4K Hold
3,665
– – ﹤0.01% 2894
2026
Q1 		$33.4K Buy
3,665
+3,619
+7,867% +$45.7K ﹤0.01% 3043
2025
Q4 		$629 Buy
+46
New +$853 ﹤0.01% 3221
2024
Q2 		– Sell
-28,261
Closed -$192K – 2817
2024
Q1 		$192K Buy
+28,261
New +$198K ﹤0.01% 2466

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

UBS AM's CLPT Position: Q2 2026 in Review

UBS AM held its ClearPoint Neuro (CLPT) position steady in Q2 2026 at 3,665 shares worth $65.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2894.

UBS AM first reported a position in CLPT in Q1 2024 and has held it in 4 quarters since. The position peaked at $192K in Q1 2024. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • UBS AM held 3,665 shares of ClearPoint Neuro worth $65.4K as of Q2 2026.
  • UBS AM left its ClearPoint Neuro share count unchanged in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2894 holding.
  • UBS AM first reported a position in ClearPoint Neuro in Q1 2024 and has held it in 4 quarters since.
  • UBS AM's ClearPoint Neuro position peaked at $192K in Q1 2024.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.