Lindbrook Capital’s Procept Biorobotics PRCT Stock Holding History

Lindbrook Capital’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 Q1	$5.94K	Sell	102 -16	-14%	-$1.09K	﹤0.01%	1883
2024 Q4	$9.5K	Buy	118 +2	+2%	+$171	﹤0.01%	1675
2024 Q3	$9.29K	Buy	116 +27	+30%	+$1.92K	﹤0.01%	1713
2024 Q2	$5.44K	Buy	89 +15	+20%	+$892	﹤0.01%	1954
2024 Q1	$3.66K	Hold	74	–	–	﹤0.01%	2034
2023 Q4	$3.1K	Buy	74 +18	+32%	+$613	﹤0.01%	2102
2023 Q3	$1.84K	Buy	56 +6	+12%	+$205	﹤0.01%	2160
2023 Q2	$1.77K	Buy	+50	New	+$1.65K	﹤0.01%	2194
2023 Q1	–	Sell	-27	Closed	-$1.12K	–	2883
2022 Q4	$1.12K	Buy	+27	New	+$1.16K	﹤0.01%	2443

Other funds holding PRCT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lindbrook Capital's PRCT Position: Q1 2025 in Review

Lindbrook Capital reduced its Procept Biorobotics (PRCT) stake by 14% in Q1 2025, selling an estimated $1.09K and leaving 102 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Lindbrook Capital first reported a position in PRCT in Q4 2022 and has held it in 9 quarters since. The position peaked at $9.5K in Q4 2024. 279 funds tracked by Wall St. Rank hold PRCT as of Q1 2025.

Lindbrook Capital held 102 shares of Procept Biorobotics worth $5.94K as of Q1 2025.
Lindbrook Capital sold 16 Procept Biorobotics shares in Q1 2025, an estimated $1.09K.
Procept Biorobotics made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1883 holding.
Lindbrook Capital first reported a position in Procept Biorobotics in Q4 2022 and has held it in 9 quarters since.
Lindbrook Capital's Procept Biorobotics position peaked at $9.5K in Q4 2024.
279 funds tracked by Wall St. Rank held Procept Biorobotics as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.