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Physician Wealth Advisors’s Procept Biorobotics PRCT Stock Holding History

Physician 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
2026
Q2 		– Sell
-38
Closed -$951 – 2428
2026
Q1 		$951 Buy
38
+13
+52% +$366 ﹤0.01% 1720
2025
Q4 		$787 Buy
+25
New +$829 ﹤0.01% 1710

Other funds holding PRCT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Physician Wealth Advisors's PRCT Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Procept Biorobotics (PRCT) in Q2 2026, closing a stake of 38 shares — an estimated $951 sold.

Physician Wealth Advisors first reported a position in PRCT in Q4 2025 and held it in 2 quarters. The position peaked at $951 in Q1 2026. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Procept Biorobotics position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 38 Procept Biorobotics shares in Q2 2026, an estimated $951.
  • Physician Wealth Advisors first reported a position in Procept Biorobotics in Q4 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Procept Biorobotics position peaked at $951 in Q1 2026.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.