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EverSource Wealth Advisors’s Procept Biorobotics PRCT Stock Holding History

EverSource 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 		$24.3K Buy
1,078
+351
+48% +$8.79K ﹤0.01% 2291
2026
Q1 		$18.2K Buy
727
+657
+939% +$18.5K ﹤0.01% 2564
2025
Q4 		$2.2K Buy
70
+25
+56% +$829 ﹤0.01% 3470
2025
Q3 		$1.61K Sell
45
-64
-59% -$2.92K ﹤0.01% 3584
2025
Q2 		$6.28K Sell
109
-98
-47% -$5.54K ﹤0.01% 3058
2025
Q1 		$12.1K Buy
207
+188
+989% +$12.8K ﹤0.01% 2007
2024
Q4 		$1.53K Buy
19
+4
+27% +$342 ﹤0.01% 2820
2024
Q3 		$1.2K Sell
15
-1
-6% -$71 ﹤0.01% 2679
2024
Q2 		$1.01K Buy
+16
New +$952 ﹤0.01% 2740

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

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

EverSource Wealth Advisors increased its Procept Biorobotics (PRCT) stake by 48% in Q2 2026, buying an estimated $8.79K and bringing the position to 1,078 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

EverSource Wealth Advisors first reported a position in PRCT in Q2 2024 and has held it in 9 quarters since. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • EverSource Wealth Advisors held 1,078 shares of Procept Biorobotics worth $24.3K as of Q2 2026.
  • EverSource Wealth Advisors bought 351 Procept Biorobotics shares in Q2 2026, an estimated $8.79K.
  • Procept Biorobotics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2291 holding.
  • EverSource Wealth Advisors first reported a position in Procept Biorobotics in Q2 2024 and has held it in 9 quarters since.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.