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Elevation Wealth Partners’s Procept Biorobotics PRCT Stock Holding History

Elevation Wealth Partners’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 		$159 Hold
7
– – ﹤0.01% 1291
2026
Q1 		$176 Buy
7
+5
+250% +$141 ﹤0.01% 1062
2025
Q4 		$63 Hold
2
– – ﹤0.01% 946
2025
Q3 		$72 Hold
2
– – ﹤0.01% 858
2025
Q2 		$116 Hold
2
– – ﹤0.01% 463
2025
Q1 		$117 Hold
2
– – ﹤0.01% 469
2024
Q4 		$162 Buy
+2
New +$171 ﹤0.01% 470

Other funds holding PRCT

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Elevation Wealth Partners's PRCT Position: Q2 2026 in Review

Elevation Wealth Partners held its Procept Biorobotics (PRCT) position steady in Q2 2026 at 7 shares worth $159. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Elevation Wealth Partners first reported a position in PRCT in Q4 2024 and has held it in 7 quarters since. The position peaked at $176 in Q1 2026. 15 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Elevation Wealth Partners held 7 shares of Procept Biorobotics worth $159 as of Q2 2026.
  • Elevation Wealth Partners left its Procept Biorobotics share count unchanged in Q2 2026.
  • Procept Biorobotics made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1291 holding.
  • Elevation Wealth Partners first reported a position in Procept Biorobotics in Q4 2024 and has held it in 7 quarters since.
  • Elevation Wealth Partners's Procept Biorobotics position peaked at $176 in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.