Financial Management Professionals’s Procept Biorobotics PRCT Stock Holding History

Financial Management Professionals’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	-73	Closed	-$1.83K	–	1092
2026 Q1	$1.83K	Hold	73	–	–	﹤0.01%	738
2025 Q4	$2.3K	Hold	73	–	–	﹤0.01%	705
2025 Q3	$2.6K	Hold	73	–	–	﹤0.01%	675
2025 Q2	$4.21K	Hold	73	–	–	﹤0.01%	650
2025 Q1	$4.25K	Hold	73	–	–	﹤0.01%	653
2024 Q4	$5.88K	Hold	73	–	–	﹤0.01%	592
2024 Q3	$6K	Hold	73	–	–	﹤0.01%	617
2024 Q2	$4K	Buy	+73	New	+$4.34K	﹤0.01%	624

Other funds holding PRCT

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return

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

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return