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Pinnacle Wealth Planning Services’s Procept Biorobotics PRCT Stock Holding History

Pinnacle Wealth Planning Services’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 		$44.5K Buy
1,969
+1,759
+838% +$44K ﹤0.01% 1362
2026
Q1 		$5.25K Hold
210
– – ﹤0.01% 2252
2025
Q4 		$6.61K Buy
+210
New +$6.96K ﹤0.01% 2188

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

Pinnacle Wealth Planning Services's PRCT Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Procept Biorobotics (PRCT) stake by 838% in Q2 2026, buying an estimated $44K and bringing the position to 1,969 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Pinnacle Wealth Planning Services first reported a position in PRCT in Q4 2025 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,969 shares of Procept Biorobotics worth $44.5K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 1,759 Procept Biorobotics shares in Q2 2026, an estimated $44K.
  • Procept Biorobotics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1362 holding.
  • Pinnacle Wealth Planning Services first reported a position in Procept Biorobotics in Q4 2025 and has held it in 3 quarters since.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.