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Avior Wealth Management’s Procept Biorobotics PRCT Stock Holding History

Avior Wealth Management’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
2025
Q4 		– Sell
-6,673
Closed -$238K – 771
2025
Q3 		$238K Hold
6,673
– – 0.01% 656
2025
Q2 		$384K Buy
6,673
+1,755
+36% +$99.2K 0.01% 507
2025
Q1 		$287K Buy
4,918
+2,856
+139% +$195K 0.01% 560
2024
Q4 		$166K Sell
2,062
-1,538
-43% -$131K 0.01% 752
2024
Q3 		$288K Buy
3,600
+3,548
+6,823% +$252K 0.01% 598
2024
Q2 		$3.18K Sell
52
-7
-12% -$416 ﹤0.01% 1854
2024
Q1 		$2.92K Buy
+59
New +$2.81K ﹤0.01% 2208

Other funds holding PRCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Avior Wealth Management's PRCT Position: Q4 2025 in Review

Avior Wealth Management sold out of Procept Biorobotics (PRCT) in Q4 2025, closing a stake of 6,673 shares — an estimated $238K sold.

Avior Wealth Management first reported a position in PRCT in Q1 2024 and held it in 7 quarters. The position peaked at $384K in Q2 2025. 263 funds tracked by Wall St. Rank hold PRCT as of Q4 2025.

  • Avior Wealth Management reported no remaining Procept Biorobotics position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6,673 Procept Biorobotics shares in Q4 2025, an estimated $238K.
  • Avior Wealth Management first reported a position in Procept Biorobotics in Q1 2024 and held it in 7 quarters.
  • Avior Wealth Management's Procept Biorobotics position peaked at $384K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held Procept Biorobotics as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.