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CoreCap Advisors’s Procept Biorobotics PRCT Stock Holding History

CoreCap 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
Q3 		$128 Hold
7
– – ﹤0.01% 3024
2026
Q2 		$158 Hold
7
– – ﹤0.01% 3031
2026
Q1 		$175 Hold
7
– – ﹤0.01% 2775
2025
Q4 		$220 Buy
+7
New +$232 ﹤0.01% 2804
2025
Q1 		– Sell
-55
Closed -$4.43K – 3268
2024
Q4 		$4.43K Buy
+55
New +$4.7K ﹤0.01% 2002

Other funds holding PRCT

MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CoreCap Advisors's PRCT Position: Q3 2026 in Review

CoreCap Advisors held its Procept Biorobotics (PRCT) position steady in Q3 2026 at 7 shares worth $128. The position accounts for ﹤0.01% of the portfolio, ranked #3024.

CoreCap Advisors first reported a position in PRCT in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.43K in Q4 2024. 7 funds tracked by Wall St. Rank hold PRCT as of Q3 2026.

  • CoreCap Advisors held 7 shares of Procept Biorobotics worth $128 as of Q3 2026.
  • CoreCap Advisors left its Procept Biorobotics share count unchanged in Q3 2026.
  • Procept Biorobotics made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #3024 holding.
  • CoreCap Advisors first reported a position in Procept Biorobotics in Q4 2024 and has held it in 5 quarters since.
  • CoreCap Advisors's Procept Biorobotics position peaked at $4.43K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Procept Biorobotics as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.