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Mount Yale Investment Advisors’s Procept Biorobotics PRCT Stock Holding History

Mount Yale Investment 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
-3,364
Closed -$194K – 1366
2025
Q2 		$194K Buy
+3,364
New +$190K 0.02% 545

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

Mount Yale Investment Advisors's PRCT Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Procept Biorobotics (PRCT) in Q3 2025, closing a stake of 3,364 shares — an estimated $194K sold.

Mount Yale Investment Advisors first reported a position in PRCT in Q2 2025 and held it in 1 quarter. The position peaked at $194K in Q2 2025. 242 funds tracked by Wall St. Rank hold PRCT as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Procept Biorobotics position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,364 Procept Biorobotics shares in Q3 2025, an estimated $194K.
  • Mount Yale Investment Advisors first reported a position in Procept Biorobotics in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Procept Biorobotics position peaked at $194K in Q2 2025.
  • 242 funds tracked by Wall St. Rank held Procept Biorobotics as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.