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Naviter Wealth’s Procept Biorobotics PRCT Stock Holding History

Naviter Wealth’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
-3,089
Closed -$249K – 290
2024
Q4 		$249K Buy
3,089
+176
+6% +$15K 0.03% 243
2024
Q3 		$233K Buy
+2,913
New +$207K 0.03% 218

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

Naviter Wealth's PRCT Position: Q1 2025 in Review

Naviter Wealth sold out of Procept Biorobotics (PRCT) in Q1 2025, closing a stake of 3,089 shares — an estimated $249K sold.

Naviter Wealth first reported a position in PRCT in Q3 2024 and held it in 2 quarters. The position peaked at $249K in Q4 2024. 279 funds tracked by Wall St. Rank hold PRCT as of Q1 2025.

  • Naviter Wealth reported no remaining Procept Biorobotics position as of Q1 2025 after selling out during the quarter.
  • Naviter Wealth sold 3,089 Procept Biorobotics shares in Q1 2025, an estimated $249K.
  • Naviter Wealth first reported a position in Procept Biorobotics in Q3 2024 and held it in 2 quarters.
  • Naviter Wealth's Procept Biorobotics position peaked at $249K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Procept Biorobotics as of Q1 2025.

Based on Naviter Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.