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Marshall & Sterling Wealth Advisors’s Procept Biorobotics PRCT Stock Holding History

Marshall & Sterling 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
Q1 		– Sell
-16
Closed -$1.29K – 658
2024
Q4 		$1.29K Buy
+16
New +$1.37K ﹤0.01% 324

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's PRCT Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Procept Biorobotics (PRCT) in Q1 2025, closing a stake of 16 shares — an estimated $1.29K sold.

Marshall & Sterling Wealth Advisors first reported a position in PRCT in Q4 2024 and held it in 1 quarter. The position peaked at $1.29K in Q4 2024. 279 funds tracked by Wall St. Rank hold PRCT as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Procept Biorobotics position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 16 Procept Biorobotics shares in Q1 2025, an estimated $1.29K.
  • Marshall & Sterling Wealth Advisors first reported a position in Procept Biorobotics in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Procept Biorobotics position peaked at $1.29K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Procept Biorobotics as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.