DT
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Diversified Trust’s Procept Biorobotics PRCT Stock Holding History

Diversified Trust’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 		$800K Buy
31,983
+1,349
+4% +$38K 0.01% 530
2025
Q4 		$964K Buy
30,634
+14,408
+89% +$478K 0.02% 451
2025
Q3 		$579K Buy
16,226
+4,279
+36% +$195K 0.01% 590
2025
Q2 		$688K Buy
11,947
+4,760
+66% +$269K 0.02% 495
2025
Q1 		$419K Buy
7,187
+2,538
+55% +$173K 0.01% 630
2024
Q4 		$374K Sell
4,649
-1,775
-28% -$152K 0.01% 678
2024
Q3 		$515K Sell
6,424
-5,168
-45% -$367K 0.01% 577
2024
Q2 		$708K Sell
11,592
-1,850
-14% -$110K 0.02% 441
2024
Q1 		$664K Buy
13,442
+2,725
+25% +$130K 0.02% 439
2023
Q4 		$449K Buy
10,717
+1,004
+10% +$34.2K 0.02% 531
2023
Q3 		$319K Buy
+9,713
New +$331K 0.01% 596

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