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Allworth Financial’s Procept Biorobotics PRCT Stock Holding History

Allworth Financial’s Portfolio PRCT Stock Details PRCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9K Sell
660
-133
-17% -$3.33K ﹤0.01% 3437
2026
Q1 		$19.8K Buy
793
+660
+496% +$18.6K ﹤0.01% 3011
2025
Q4 		$4.18K Sell
133
-57
-30% -$1.89K ﹤0.01% 3817
2025
Q3 		$6.78K Buy
190
+137
+258% +$6.26K ﹤0.01% 3370
2025
Q2 		$3.05K Buy
53
+8
+18% +$452 ﹤0.01% 3527
2025
Q1 		$2.37K Sell
45
-5
-10% -$341 ﹤0.01% 3141
2024
Q4 		$3.42K Hold
50
– – ﹤0.01% 2930
2024
Q3 		$4.01K Buy
50
+5
+11% +$355 ﹤0.01% 2666
2024
Q2 		$3.04K Buy
45
+3
+7% +$178 ﹤0.01% 2736
2024
Q1 		$2.08K Hold
42
– – ﹤0.01% 2786
2023
Q4 		$1.76K Buy
+42
New +$1.43K ﹤0.01% 2726
2023
Q3 		– Sell
-10
Closed -$354 – 3526
2023
Q2 		$354 Buy
+10
New +$331 ﹤0.01% 2968

Other funds holding PRCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allworth Financial's PRCT Position: Q2 2026 in Review

Allworth Financial reduced its Procept Biorobotics (PRCT) stake by 17% in Q2 2026, selling an estimated $3.33K and leaving 660 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3437.

Allworth Financial first reported a position in PRCT in Q2 2023 and has held it in 12 quarters since. The position peaked at $19.8K in Q1 2026. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Allworth Financial held 660 shares of Procept Biorobotics worth $14.9K as of Q2 2026.
  • Allworth Financial sold 133 Procept Biorobotics shares in Q2 2026, an estimated $3.33K.
  • Procept Biorobotics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3437 holding.
  • Allworth Financial first reported a position in Procept Biorobotics in Q2 2023 and has held it in 12 quarters since.
  • Allworth Financial's Procept Biorobotics position peaked at $19.8K in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.