Bell Investment Advisors’s Procept Biorobotics PRCT Stock Holding History

Bell Investment Advisors’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	-35	Closed	-$1.25K	–	1922
2025 Q3	$1.25K	Hold	35	–	–	﹤0.01%	1502
2025 Q2	$2.02K	Sell	35 -8	-19%	-$452	﹤0.01%	1363
2025 Q1	$2.51K	Hold	43	–	–	﹤0.01%	1216
2024 Q4	$3.46K	Hold	43	–	–	﹤0.01%	1109
2024 Q3	$3.45K	Buy	43 +8	+23%	+$568	﹤0.01%	1114
2024 Q2	$2.14K	Hold	35	–	–	﹤0.01%	1323
2024 Q1	$1.73K	Hold	35	–	–	﹤0.01%	1419
2023 Q4	$1.47K	Buy	+35	New	+$1.19K	﹤0.01%	1457
2023 Q1	–	Sell	-25	Closed	-$1.04K	–	1966
2022 Q4	$1.04K	Hold	25	–	–	﹤0.01%	1568
2022 Q3	$1K	Buy	+25	New	+$997	﹤0.01%	1531

Other funds holding PRCT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Bell Investment Advisors's PRCT Position: Q4 2025 in Review

Bell Investment Advisors sold out of Procept Biorobotics (PRCT) in Q4 2025, closing a stake of 35 shares — an estimated $1.25K sold.

Bell Investment Advisors first reported a position in PRCT in Q3 2022 and held it in 10 quarters. The position peaked at $3.46K in Q4 2024. 263 funds tracked by Wall St. Rank hold PRCT as of Q4 2025.

Bell Investment Advisors reported no remaining Procept Biorobotics position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 35 Procept Biorobotics shares in Q4 2025, an estimated $1.25K.
Bell Investment Advisors first reported a position in Procept Biorobotics in Q3 2022 and held it in 10 quarters.
Bell Investment Advisors's Procept Biorobotics position peaked at $3.46K in Q4 2024.
263 funds tracked by Wall St. Rank held Procept Biorobotics as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.