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Pacific Capital Partners’s Procept Biorobotics PRCT Stock Holding History

Pacific Capital Partners’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
-8,269
Closed -$666K – 58
2024
Q4 		$666K Sell
8,269
-12,607
-60% -$1.08M 0.39% 48
2024
Q3 		$1.67M Sell
20,876
-3,423
-14% -$243K 0.98% 29
2024
Q2 		$1.48M Buy
24,299
+2,600
+12% +$155K 0.98% 33
2024
Q1 		$1.07M Buy
21,699
+3,700
+21% +$176K 0.7% 41
2023
Q4 		$754K Buy
17,999
+3,653
+25% +$124K 0.57% 44
2023
Q3 		$471K Buy
+14,346
New +$489K 0.28% 55

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

Pacific Capital Partners's PRCT Position: Q1 2025 in Review

Pacific Capital Partners sold out of Procept Biorobotics (PRCT) in Q1 2025, closing a stake of 8,269 shares — an estimated $666K sold.

Pacific Capital Partners first reported a position in PRCT in Q3 2023 and held it in 6 quarters. The position peaked at $1.67M in Q3 2024. 279 funds tracked by Wall St. Rank hold PRCT as of Q1 2025.

  • Pacific Capital Partners reported no remaining Procept Biorobotics position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Partners sold 8,269 Procept Biorobotics shares in Q1 2025, an estimated $666K.
  • Pacific Capital Partners first reported a position in Procept Biorobotics in Q3 2023 and held it in 6 quarters.
  • Pacific Capital Partners's Procept Biorobotics position peaked at $1.67M in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Procept Biorobotics as of Q1 2025.

Based on Pacific Capital Partners's 13F filing for Q1 2025, filed 8 May 2025.