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Clearstead Advisors’s Procept Biorobotics PRCT Stock Holding History

Clearstead 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
2026
Q2 		$724 Buy
+32
New +$801 ﹤0.01% 2813
2025
Q4 		– Sell
-597
Closed -$21.3K – 3147
2025
Q3 		$21.3K Buy
597
+237
+66% +$10.8K ﹤0.01% 1619
2025
Q2 		$20.7K Buy
360
+285
+380% +$16.1K ﹤0.01% 1612
2025
Q1 		$4.37K Sell
75
-114
-60% -$7.78K ﹤0.01% 1774
2024
Q4 		$15.2K Sell
189
-201
-52% -$17.2K ﹤0.01% 1466
2024
Q3 		$31.2K Buy
+390
New +$27.7K ﹤0.01% 1309

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

Clearstead Advisors's PRCT Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Procept Biorobotics (PRCT) in Q2 2026: 32 shares worth $724. The stake represents ﹤0.01% of the portfolio and ranks #2813 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in PRCT as recently as Q3 2025.

Clearstead Advisors first reported a position in PRCT in Q3 2024 and has held it in 6 quarters since. The position peaked at $31.2K in Q3 2024. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Clearstead Advisors held 32 shares of Procept Biorobotics worth $724 as of Q2 2026.
  • Procept Biorobotics was a new Clearstead Advisors position in Q2 2026.
  • Procept Biorobotics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2813 holding.
  • Clearstead Advisors first reported a position in Procept Biorobotics in Q3 2024 and has held it in 6 quarters since.
  • Clearstead Advisors's Procept Biorobotics position peaked at $31.2K in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.