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Lodestone Wealth Management’s Procept Biorobotics PRCT Stock Holding History

Lodestone Wealth Management’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 		$15.2K Hold
672
– – 0.01% 459
2026
Q1 		$16.8K Hold
672
– – 0.01% 439
2025
Q4 		$21.1K Buy
+672
New +$22.3K 0.01% 401

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

Lodestone Wealth Management's PRCT Position: Q2 2026 in Review

Lodestone Wealth Management held its Procept Biorobotics (PRCT) position steady in Q2 2026 at 672 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #459.

Lodestone Wealth Management first reported a position in PRCT in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.1K in Q4 2025. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Lodestone Wealth Management held 672 shares of Procept Biorobotics worth $15.2K as of Q2 2026.
  • Lodestone Wealth Management left its Procept Biorobotics share count unchanged in Q2 2026.
  • Procept Biorobotics made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Lodestone Wealth Management first reported a position in Procept Biorobotics in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Procept Biorobotics position peaked at $21.1K in Q4 2025.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

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