Farther Finance Advisors’s Procept Biorobotics PRCT Stock Holding History

Farther Finance 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	$5.94K	Sell	263 -625	-70%	-$15.6K	﹤0.01%	4703
2026 Q1	$22.5K	Buy	888 +531	+149%	+$15K	﹤0.01%	3579
2025 Q4	$11.2K	Buy	357 +319	+839%	+$10.6K	﹤0.01%	3830
2025 Q3	$1.36K	Buy	38 +8	+27%	+$365	﹤0.01%	4275
2025 Q2	$1.73K	Buy	30 +6	+25%	+$339	﹤0.01%	3748
2025 Q1	$1.37K	Buy	24 +11	+85%	+$751	﹤0.01%	3519
2024 Q4	$1.05K	Hold	13	–	–	﹤0.01%	3236
2024 Q3	$1.04K	Buy	13 +3	+30%	+$213	﹤0.01%	3232
2024 Q2	$619	Buy	10 +5	+100%	+$297	﹤0.01%	3226
2024 Q1	$235	Hold	5	–	–	﹤0.01%	3232
2023 Q4	$210	Hold	5	–	–	﹤0.01%	3217
2023 Q3	$164	Buy	+5	New	+$170	﹤0.01%	2493

Other funds holding PRCT

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

KCM

KRS Capital Management Bloomfield, Michigan $215M AUM 69.3% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors's PRCT Position: Q2 2026 in Review

Farther Finance Advisors reduced its Procept Biorobotics (PRCT) stake by 70% in Q2 2026, selling an estimated $15.6K and leaving 263 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #4703.

Farther Finance Advisors first reported a position in PRCT in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.5K in Q1 2026. 21 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

Farther Finance Advisors held 263 shares of Procept Biorobotics worth $5.94K as of Q2 2026.
Farther Finance Advisors sold 625 Procept Biorobotics shares in Q2 2026, an estimated $15.6K.
Procept Biorobotics made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4703 holding.
Farther Finance Advisors first reported a position in Procept Biorobotics in Q3 2023 and has held it in 12 quarters since.
Farther Finance Advisors's Procept Biorobotics position peaked at $22.5K in Q1 2026.
21 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.