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EP Wealth Advisors’s Procept Biorobotics PRCT Stock Holding History

EP Wealth Advisors’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 		– Sell
-9,798
Closed -$245K – 1846
2026
Q1 		$245K Buy
9,798
+256
+3% +$7.21K ﹤0.01% 1288
2025
Q4 		$300K Buy
+9,542
New +$316K ﹤0.01% 1135
2025
Q2 		$613K Hold
10,641
– – ﹤0.01% 706
2025
Q1 		$620K Hold
10,641
– – 0.01% 627
2024
Q4 		$857K Sell
10,641
-3,810
-26% -$326K 0.01% 547
2024
Q3 		$1.16M Buy
+14,451
New +$1.03M 0.01% 461

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

EP Wealth Advisors's PRCT Position: Q2 2026 in Review

EP Wealth Advisors sold out of Procept Biorobotics (PRCT) in Q2 2026, closing a stake of 9,798 shares — an estimated $245K sold.

EP Wealth Advisors first reported a position in PRCT in Q3 2024 and held it in 6 quarters. The position peaked at $1.16M in Q3 2024. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • EP Wealth Advisors reported no remaining Procept Biorobotics position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 9,798 Procept Biorobotics shares in Q2 2026, an estimated $245K.
  • EP Wealth Advisors first reported a position in Procept Biorobotics in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Procept Biorobotics position peaked at $1.16M in Q3 2024.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.