Creative Planning
PRCT icon

Creative Planning’s Procept Biorobotics PRCT Stock Holding History

Creative 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 		$880K Sell
38,992
-446
-1% -$11.2K ﹤0.01% 2747
2026
Q1 		$986K Sell
39,438
-7,334
-16% -$207K ﹤0.01% 2471
2025
Q4 		$1.47M Buy
46,772
+21,541
+85% +$714K ﹤0.01% 1972
2025
Q3 		$900K Buy
25,231
+14,741
+141% +$673K ﹤0.01% 2203
2025
Q2 		$604K Sell
10,490
-4,139
-28% -$234K ﹤0.01% 2294
2025
Q1 		$852K Buy
14,629
+5,210
+55% +$356K ﹤0.01% 1843
2024
Q4 		$758K Sell
9,419
-529
-5% -$45.2K ﹤0.01% 1874
2024
Q3 		$797K Buy
9,948
+4,681
+89% +$333K ﹤0.01% 1704
2024
Q2 		$322K Buy
+5,267
New +$313K ﹤0.01% 2288

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

Creative Planning's PRCT Position: Q2 2026 in Review

Creative Planning reduced its Procept Biorobotics (PRCT) stake by 1.1% in Q2 2026, selling an estimated $11.2K and leaving 38,992 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #2747.

Creative Planning first reported a position in PRCT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2025. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Creative Planning held 38,992 shares of Procept Biorobotics worth $880K as of Q2 2026.
  • Creative Planning sold 446 Procept Biorobotics shares in Q2 2026, an estimated $11.2K.
  • Procept Biorobotics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2747 holding.
  • Creative Planning first reported a position in Procept Biorobotics in Q2 2024 and has held it in 9 quarters since.
  • Creative Planning's Procept Biorobotics position peaked at $1.47M in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.