Wells Fargo
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Wells Fargo’s ClearPoint Neuro CLPT Stock Holding History

Wells Fargo’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 		$460K Buy
25,787
+15,662
+155% +$196K ﹤0.01% 4683
2026
Q1 		$92.1K Sell
10,125
-19,731
-66% -$249K ﹤0.01% 5145
2025
Q4 		$408K Buy
29,856
+13,620
+84% +$252K ﹤0.01% 4632
2025
Q3 		$354K Buy
16,236
+2,704
+20% +$31.9K ﹤0.01% 4550
2025
Q2 		$162K Buy
13,532
+13,463
+19,512% +$169K ﹤0.01% 4894
2025
Q1 		$820 Hold
69
– – ﹤0.01% 6250
2024
Q4 		$1.06K Hold
69
– – ﹤0.01% 6253
2024
Q3 		$773 Buy
69
+44
+176% +$421 ﹤0.01% 6144
2024
Q2 		$135 Sell
25
-6,945
-100% -$40.2K ﹤0.01% 6226
2024
Q1 		$47.4K Buy
6,970
+925
+15% +$6.46K ﹤0.01% 5274
2023
Q4 		$41K Buy
6,045
+1,355
+29% +$7.67K ﹤0.01% 5347
2023
Q3 		$23.5K Sell
4,690
-48,662
-91% -$290K ﹤0.01% 5532
2023
Q2 		$386K Buy
53,352
+53,174
+29,873% +$452K ﹤0.01% 4132
2023
Q1 		$1.5K Buy
178
+2
+1% +$18 ﹤0.01% 6279
2022
Q4 		$1.49K Buy
176
+5
+3% +$47 ﹤0.01% 6080
2022
Q3 		$2K Buy
171
+32
+23% +$422 ﹤0.01% 6137
2022
Q2 		$1K Sell
139
-6,295
-98% -$64.3K ﹤0.01% 6481
2022
Q1 		$67K Sell
6,434
-6,640
-51% -$60.4K ﹤0.01% 5518
2021
Q4 		$146K Sell
13,074
-36,384
-74% -$545K ﹤0.01% 5437
2021
Q3 		$877K Buy
49,458
+46,432
+1,534% +$871K ﹤0.01% 4332
2021
Q2 		$58K Buy
3,026
+2,540
+523% +$49.1K ﹤0.01% 5499
2021
Q1 		$10K Buy
486
+411
+548% +$8.8K ﹤0.01% 6332
2020
Q4 		$1K Buy
75
+9
+14% +$81 ﹤0.01% 6327
2020
Q3 		$0 Hold
66
– – ﹤0.01% 6366
2020
Q2 		$0 Hold
66
– – ﹤0.01% 6317
2020
Q1 		$0 Buy
+66
New +$324 ﹤0.01% 6240

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

Wells Fargo's CLPT Position: Q2 2026 in Review

Wells Fargo increased its ClearPoint Neuro (CLPT) stake by 155% in Q2 2026, buying an estimated $196K and bringing the position to 25,787 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #4683.

Wells Fargo first reported a position in CLPT in Q1 2020 and has held it in 26 quarters since. The position peaked at $877K in Q3 2021. 129 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

  • Wells Fargo held 25,787 shares of ClearPoint Neuro worth $460K as of Q2 2026.
  • Wells Fargo bought 15,662 ClearPoint Neuro shares in Q2 2026, an estimated $196K.
  • ClearPoint Neuro made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4683 holding.
  • Wells Fargo first reported a position in ClearPoint Neuro in Q1 2020 and has held it in 26 quarters since.
  • Wells Fargo's ClearPoint Neuro position peaked at $877K in Q3 2021.
  • 129 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.