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Rothschild Investment LLC’s Procept Biorobotics PRCT Stock Holding History

Rothschild Investment LLC’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 		$1.94K Sell
86
-21
-20% -$526 ﹤0.01% 2777
2026
Q1 		$2.68K Buy
107
+55
+106% +$1.55K ﹤0.01% 2406
2025
Q4 		$1.64K Buy
52
+27
+108% +$895 ﹤0.01% 2468
2025
Q3 		$892 Sell
25
-70
-74% -$3.2K ﹤0.01% 2634
2025
Q2 		$5.47K Buy
95
+15
+19% +$848 ﹤0.01% 1473
2025
Q1 		$4.66K Buy
80
+45
+129% +$3.07K ﹤0.01% 1470
2024
Q4 		$2.82K Sell
35
-10
-22% -$854 ﹤0.01% 1603
2024
Q3 		$3.6K Buy
45
+25
+125% +$1.78K ﹤0.01% 1418
2024
Q2 		$1.22K Buy
20
+15
+300% +$892 ﹤0.01% 1562
2024
Q1 		$247 Buy
+5
New +$238 ﹤0.01% 1656

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

Rothschild Investment LLC's PRCT Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Procept Biorobotics (PRCT) stake by 20% in Q2 2026, selling an estimated $526 and leaving 86 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

Rothschild Investment LLC first reported a position in PRCT in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.47K in Q2 2025. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Rothschild Investment LLC held 86 shares of Procept Biorobotics worth $1.94K as of Q2 2026.
  • Rothschild Investment LLC sold 21 Procept Biorobotics shares in Q2 2026, an estimated $526.
  • Procept Biorobotics made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2777 holding.
  • Rothschild Investment LLC first reported a position in Procept Biorobotics in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Procept Biorobotics position peaked at $5.47K in Q2 2025.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.