UBS Group
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UBS Group’s ClearPoint Neuro CLPT Stock Holding History

UBS Group’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 		$7.65M Sell
428,632
-3,728
-0.9% -$46.6K ﹤0.01% 3745
2026
Q1 		$3.93M Buy
432,360
+92,550
+27% +$1.17M ﹤0.01% 4313
2025
Q4 		$4.65M Sell
339,810
-20,895
-6% -$387K ﹤0.01% 4103
2025
Q3 		$7.86M Buy
360,705
+205,295
+132% +$2.42M ﹤0.01% 3551
2025
Q2 		$1.86M Buy
155,410
+60,133
+63% +$757K ﹤0.01% 4901
2025
Q1 		$1.13M Buy
95,277
+49,096
+106% +$763K ﹤0.01% 5176
2024
Q4 		$710K Buy
46,181
+15,213
+49% +$197K ﹤0.01% 5596
2024
Q3 		$347K Buy
30,968
+1,921
+7% +$18.4K ﹤0.01% 5482
2024
Q2 		$157K Sell
29,047
-22,974
-44% -$133K ﹤0.01% 5838
2024
Q1 		$354K Sell
52,021
-1,510
-3% -$10.6K ﹤0.01% 5452
2023
Q4 		$363K Buy
53,531
+13,958
+35% +$79K ﹤0.01% 5356
2023
Q3 		$198K Sell
39,573
-3,988
-9% -$23.7K ﹤0.01% 5388
2023
Q2 		$315K Buy
43,561
+11,023
+34% +$93.8K ﹤0.01% 5179
2023
Q1 		$275K Buy
32,538
+275
+0.9% +$2.41K ﹤0.01% 5152
2022
Q4 		$273K Sell
32,263
-5,000
-13% -$47.4K ﹤0.01% 5211
2022
Q3 		$386K Buy
37,263
+35,157
+1,669% +$463K ﹤0.01% 4562
2022
Q2 		$27K Sell
2,106
-3,446
-62% -$35.2K ﹤0.01% 6502
2022
Q1 		$59K Sell
5,552
-17,455
-76% -$159K ﹤0.01% 6324
2021
Q4 		$258K Buy
23,007
+2,621
+13% +$39.2K ﹤0.01% 5480
2021
Q3 		$362K Buy
20,386
+1,330
+7% +$24.9K ﹤0.01% 4927
2021
Q2 		$364K Buy
19,056
+4,650
+32% +$89.9K ﹤0.01% 4949
2021
Q1 		$305K Buy
14,406
+1,505
+12% +$32.2K ﹤0.01% 5195
2020
Q4 		$205K Buy
12,901
+7,498
+139% +$67.3K ﹤0.01% 5230
2020
Q3 		$30K Buy
5,403
+5,397
+89,950% +$23.8K ﹤0.01% 5986
2020
Q2 		$0 Hold
6
– – ﹤0.01% 7971
2020
Q1 		$0 Sell
6
-2,938
-100% -$14.4K ﹤0.01% 8002
2019
Q4 		$14K Buy
2,944
+2,813
+2,147% +$11.6K ﹤0.01% 7083
2019
Q3 		$1K Buy
+131
New +$537 ﹤0.01% 7819

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group's CLPT Position: Q2 2026 in Review

UBS Group reduced its ClearPoint Neuro (CLPT) stake by 0.86% in Q2 2026, selling an estimated $46.6K and leaving 428,632 shares worth $7.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3745.

UBS Group first reported a position in CLPT in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.86M in Q3 2025. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • UBS Group held 428,632 shares of ClearPoint Neuro worth $7.65M as of Q2 2026.
  • UBS Group sold 3,728 ClearPoint Neuro shares in Q2 2026, an estimated $46.6K.
  • ClearPoint Neuro made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3745 holding.
  • UBS Group first reported a position in ClearPoint Neuro in Q3 2019 and has held it in 28 quarters since.
  • UBS Group's ClearPoint Neuro position peaked at $7.86M in Q3 2025.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

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