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
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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return