AF
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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
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 – 3527
2023
Q2 		$354 Buy
+10
New +$331 ﹤0.01% 2968

Other funds holding PRCT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return