Private Wealth Management Group’s Procept Biorobotics PRCT Stock Holding History

Private Wealth Management Group’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 Q3	$4.66K	Buy	+256	New	+$5.1K	﹤0.01%	924

Other funds holding PRCT

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

KCM

KRS Capital Management Bloomfield, Michigan $225M AUM 63.17% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Wealth Management Group's PRCT Position: Q3 2026 in Review

Private Wealth Management Group opened a new position in Procept Biorobotics (PRCT) in Q3 2026: 256 shares worth $4.66K. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings.

28 funds tracked by Wall St. Rank hold PRCT as of Q3 2026.

Private Wealth Management Group held 256 shares of Procept Biorobotics worth $4.66K as of Q3 2026.
Procept Biorobotics was a new Private Wealth Management Group position in Q3 2026.
Procept Biorobotics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #924 holding.
28 funds tracked by Wall St. Rank held Procept Biorobotics as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.