FWA
PRCT icon

FSM Wealth Advisors’s Procept Biorobotics PRCT Stock Holding History

FSM 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
2025
Q3 		– Sell
-4,283
Closed -$244K – 327
2025
Q2 		$244K Sell
4,283
-18
-0.4% -$1.02K 0.04% 243
2025
Q1 		$251K Buy
+4,301
New +$294K 0.06% 176

Other funds holding PRCT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

FSM Wealth Advisors's PRCT Position: Q3 2025 in Review

FSM Wealth Advisors sold out of Procept Biorobotics (PRCT) in Q3 2025, closing a stake of 4,283 shares — an estimated $244K sold.

FSM Wealth Advisors first reported a position in PRCT in Q1 2025 and held it in 2 quarters. The position peaked at $251K in Q1 2025. 242 funds tracked by Wall St. Rank hold PRCT as of Q3 2025.

  • FSM Wealth Advisors reported no remaining Procept Biorobotics position as of Q3 2025 after selling out during the quarter.
  • FSM Wealth Advisors sold 4,283 Procept Biorobotics shares in Q3 2025, an estimated $244K.
  • FSM Wealth Advisors first reported a position in Procept Biorobotics in Q1 2025 and held it in 2 quarters.
  • FSM Wealth Advisors's Procept Biorobotics position peaked at $251K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held Procept Biorobotics as of Q3 2025.

Based on FSM Wealth Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.