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Cornerstone Financial Management’s Procept Biorobotics PRCT Stock Holding History

Cornerstone Financial Management’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 		– Sell
-14
Closed -$440 – 1365
2025
Q4 		$440 Buy
+14
New +$464 ﹤0.01% 1215

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CC
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PM
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Mackenzie Financial
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cornerstone Financial Management's PRCT Position: Q1 2026 in Review

Cornerstone Financial Management sold out of Procept Biorobotics (PRCT) in Q1 2026, closing a stake of 14 shares — an estimated $440 sold.

Cornerstone Financial Management first reported a position in PRCT in Q4 2025 and held it in 1 quarter. The position peaked at $440 in Q4 2025. 257 funds tracked by Wall St. Rank hold PRCT as of Q1 2026.

  • Cornerstone Financial Management reported no remaining Procept Biorobotics position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Financial Management sold 14 Procept Biorobotics shares in Q1 2026, an estimated $440.
  • Cornerstone Financial Management first reported a position in Procept Biorobotics in Q4 2025 and held it in 1 quarter.
  • Cornerstone Financial Management's Procept Biorobotics position peaked at $440 in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Procept Biorobotics as of Q1 2026.

Based on Cornerstone Financial Management's 13F filing for Q1 2026, filed 8 May 2026.