Carson Wealth (CWM LLC)
PRCT icon

Carson Wealth (CWM LLC)’s Procept Biorobotics PRCT Stock Holding History

Carson Wealth (CWM LLC)’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 		$290K Buy
11,595
+10,180
+719% +$287K ﹤0.01% 2406
2025
Q4 		$45K Buy
1,415
+221
+19% +$7.33K ﹤0.01% 3680
2025
Q3 		$43K Sell
1,194
-34
-3% -$1.55K ﹤0.01% 3649
2025
Q2 		$71K Buy
1,228
+355
+41% +$20.1K ﹤0.01% 3003
2025
Q1 		$51K Buy
873
+358
+70% +$24.4K ﹤0.01% 2978
2024
Q4 		$41K Buy
515
+20
+4% +$1.71K ﹤0.01% 2949
2024
Q3 		$40K Buy
495
+75
+18% +$5.33K ﹤0.01% 2870
2024
Q2 		$26K Buy
420
+18
+4% +$1.07K ﹤0.01% 2949
2024
Q1 		$20K Buy
+402
New +$19.1K ﹤0.01% 2918
2023
Q4 		– Sell
-16
Closed -$1K – 4435
2023
Q3 		$1K Buy
16
+4
+33% +$136 ﹤0.01% 4049
2023
Q2 		$0 Buy
12
+1
+9% +$33 ﹤0.01% 4403
2023
Q1 		$0 Hold
11
– – ﹤0.01% 4281
2022
Q4 		$0 Hold
11
– – ﹤0.01% 4189
2022
Q3 		$0 Hold
11
– – ﹤0.01% 4126
2022
Q2 		$0 Buy
+11
New +$400 ﹤0.01% 4039

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
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PRCT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Procept Biorobotics (PRCT) stake by 719% in Q1 2026, buying an estimated $287K and bringing the position to 11,595 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #2406.

Carson Wealth (CWM LLC) first reported a position in PRCT in Q2 2022 and has held it in 15 quarters since. 256 funds tracked by Wall St. Rank hold PRCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,595 shares of Procept Biorobotics worth $290K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,180 Procept Biorobotics shares in Q1 2026, an estimated $287K.
  • Procept Biorobotics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2406 holding.
  • Carson Wealth (CWM LLC) first reported a position in Procept Biorobotics in Q2 2022 and has held it in 15 quarters since.
  • 256 funds tracked by Wall St. Rank held Procept Biorobotics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.