AssetMark Inc’s Procept Biorobotics PRCT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$696K Buy
30,825
+6,707
+28% +$168K ﹤0.01% 1156
2026
Q1
$603K Buy
24,118
+16,208
+205% +$457K ﹤0.01% 1132
2025
Q4
$249K Buy
7,910
+340
+4% +$11.3K ﹤0.01% 1245
2025
Q3
$270K Sell
7,570
-763
-9% -$34.8K ﹤0.01% 1204
2025
Q2
$480K Buy
8,333
+407
+5% +$23K ﹤0.01% 1053
2025
Q1
$462K Sell
7,926
-363
-4% -$24.8K ﹤0.01% 1002
2024
Q4
$667K Buy
+8,289
New +$708K ﹤0.01% 916

Other funds holding PRCT

AssetMark Inc's PRCT Position: Q2 2026 in Review

AssetMark Inc increased its Procept Biorobotics (PRCT) stake by 28% in Q2 2026, buying an estimated $168K and bringing the position to 30,825 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

AssetMark Inc first reported a position in PRCT in Q4 2024 and has held it in 7 quarters since. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • AssetMark Inc held 30,825 shares of Procept Biorobotics worth $696K as of Q2 2026.
  • AssetMark Inc bought 6,707 Procept Biorobotics shares in Q2 2026, an estimated $168K.
  • Procept Biorobotics made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1156 holding.
  • AssetMark Inc first reported a position in Procept Biorobotics in Q4 2024 and has held it in 7 quarters since.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.