CFFP
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Center for Financial Planning’s Procept Biorobotics PRCT Stock Holding History

Center for Financial Planning’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 		$84.3K Buy
3,732
+1,692
+83% +$42.4K 0.01% 260
2026
Q1 		$51K Buy
2,040
+762
+60% +$21.5K 0.01% 298
2025
Q4 		$40.2K Buy
+1,278
New +$42.4K ﹤0.01% 321

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 $3.37T AUM 44.26% 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

Center for Financial Planning's PRCT Position: Q2 2026 in Review

Center for Financial Planning increased its Procept Biorobotics (PRCT) stake by 83% in Q2 2026, buying an estimated $42.4K and bringing the position to 3,732 shares worth $84.3K. The position accounts for 0.01% of the portfolio, ranked #260.

Center for Financial Planning first reported a position in PRCT in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Center for Financial Planning held 3,732 shares of Procept Biorobotics worth $84.3K as of Q2 2026.
  • Center for Financial Planning bought 1,692 Procept Biorobotics shares in Q2 2026, an estimated $42.4K.
  • Procept Biorobotics made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #260 holding.
  • Center for Financial Planning first reported a position in Procept Biorobotics in Q4 2025 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.