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Orion Portfolio Solutions’s Procept Biorobotics PRCT Stock Holding History

Orion Portfolio Solutions’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 		$398K Buy
6,824
+239
+4% +$16.3K ﹤0.01% 1506
2024
Q4 		$530K Buy
+6,585
New +$563K 0.01% 1327

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

Orion Portfolio Solutions's PRCT Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Procept Biorobotics (PRCT) stake by 3.6% in Q1 2025, buying an estimated $16.3K and bringing the position to 6,824 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Orion Portfolio Solutions first reported a position in PRCT in Q4 2024 and has held it in 2 quarters since. The position peaked at $530K in Q4 2024. 279 funds tracked by Wall St. Rank hold PRCT as of Q1 2025.

  • Orion Portfolio Solutions held 6,824 shares of Procept Biorobotics worth $398K as of Q1 2025.
  • Orion Portfolio Solutions bought 239 Procept Biorobotics shares in Q1 2025, an estimated $16.3K.
  • Procept Biorobotics made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1506 holding.
  • Orion Portfolio Solutions first reported a position in Procept Biorobotics in Q4 2024 and has held it in 2 quarters since.
  • Orion Portfolio Solutions's Procept Biorobotics position peaked at $530K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Procept Biorobotics as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.