Lyell Wealth Management’s Procept Biorobotics PRCT Stock Holding History

Lyell 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	$258K	Hold	11,440	–	–	0.02%	210
2026 Q1	$286K	Hold	11,440	–	–	0.02%	187
2025 Q4	$360K	Sell	11,440 -20,000	-64%	-$663K	0.03%	172
2025 Q3	$1.12M	Hold	31,440	–	–	0.08%	114
2025 Q2	$1.81M	Hold	31,440	–	–	0.14%	93
2025 Q1	$1.83M	Sell	31,440 -10,490	-25%	-$716K	0.17%	97
2024 Q4	$3.38M	Sell	41,930 -7,750	-16%	-$662K	0.3%	79
2024 Q3	$3.98M	Sell	49,680 -34,523	-41%	-$2.45M	0.36%	77
2024 Q2	$5.14M	Hold	84,203	–	–	0.49%	63
2024 Q1	$4.16M	Hold	84,203	–	–	0.42%	72
2023 Q4	$3.53M	Sell	84,203 -11,685	-12%	-$398K	0.4%	76
2023 Q3	$3.15M	Hold	95,888	–	–	0.42%	74
2023 Q2	$3.39M	Hold	95,888	–	–	0.43%	74
2023 Q1	$2.72M	Hold	95,888	–	–	0.38%	80
2022 Q4	$3.98M	Hold	95,888	–	–	0.63%	59
2022 Q3	$3.98M	Hold	95,888	–	–	0.68%	59
2022 Q2	$3.13M	Buy	+95,888	New	+$3.49M	0.51%	72

Other funds holding PRCT

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Lyell Wealth Management held its Procept Biorobotics (PRCT) position steady in Q2 2026 at 11,440 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #210.

Lyell Wealth Management first reported a position in PRCT in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.14M in Q2 2024. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

Lyell Wealth Management held 11,440 shares of Procept Biorobotics worth $258K as of Q2 2026.
Lyell Wealth Management left its Procept Biorobotics share count unchanged in Q2 2026.
Procept Biorobotics made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #210 holding.
Lyell Wealth Management first reported a position in Procept Biorobotics in Q2 2022 and has held it in 17 quarters since.
Lyell Wealth Management's Procept Biorobotics position peaked at $5.14M in Q2 2024.
254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.