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Cape Investment Advisory’s Procept Biorobotics PRCT Stock Holding History

Cape Investment Advisory’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 		$1.51K Buy
+67
New +$1.68K ﹤0.01% 1280
2026
Q1 		– Sell
-15
Closed -$472 – 930
2025
Q4 		$472 Hold
15
– – ﹤0.01% 1249
2025
Q3 		$535 Buy
15
+1
+7% +$46 ﹤0.01% 778
2025
Q2 		$806 Buy
+14
New +$792 ﹤0.01% 1053

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's PRCT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Procept Biorobotics (PRCT) in Q2 2026: 67 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #1280 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in PRCT as recently as Q4 2025.

Cape Investment Advisory first reported a position in PRCT in Q2 2025 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Cape Investment Advisory held 67 shares of Procept Biorobotics worth $1.51K as of Q2 2026.
  • Procept Biorobotics was a new Cape Investment Advisory position in Q2 2026.
  • Procept Biorobotics made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1280 holding.
  • Cape Investment Advisory first reported a position in Procept Biorobotics in Q2 2025 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.