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Valmark Advisers’s ClearPoint Neuro CLPT Stock Holding History

Valmark Advisers’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 		$327K Buy
+18,352
New +$229K ﹤0.01% 599

Other funds holding CLPT

BlackRock
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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

Valmark Advisers's CLPT Position: Q2 2026 in Review

Valmark Advisers opened a new position in ClearPoint Neuro (CLPT) in Q2 2026: 18,352 shares worth $327K. The stake represents ﹤0.01% of the portfolio and ranks #599 among its holdings.

129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Valmark Advisers held 18,352 shares of ClearPoint Neuro worth $327K as of Q2 2026.
  • ClearPoint Neuro was a new Valmark Advisers position in Q2 2026.
  • ClearPoint Neuro made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #599 holding.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.