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Spire Wealth Management’s Procept Biorobotics PRCT Stock Holding History

Spire Wealth Management’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
Q4 		– Sell
-150
Closed -$5.35K – 2444
2025
Q3 		$5.35K Hold
150
– – ﹤0.01% 1942
2025
Q2 		$8.64K Hold
150
– – ﹤0.01% 1767
2025
Q1 		$8.74K Sell
150
-350
-70% -$23.9K ﹤0.01% 1873
2024
Q4 		$40.3K Sell
500
-200
-29% -$17.1K ﹤0.01% 1359
2024
Q3 		$56.1K Buy
700
+150
+27% +$10.7K ﹤0.01% 1098
2024
Q2 		$33.6K Hold
550
– – ﹤0.01% 1253
2024
Q1 		$27.2K Buy
550
+100
+22% +$4.76K ﹤0.01% 1413
2023
Q4 		$20.5K Buy
+450
New +$15.3K ﹤0.01% 1531

Other funds holding PRCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Spire Wealth Management's PRCT Position: Q4 2025 in Review

Spire Wealth Management sold out of Procept Biorobotics (PRCT) in Q4 2025, closing a stake of 150 shares — an estimated $5.35K sold.

Spire Wealth Management first reported a position in PRCT in Q4 2023 and held it in 8 quarters. The position peaked at $56.1K in Q3 2024. 263 funds tracked by Wall St. Rank hold PRCT as of Q4 2025.

  • Spire Wealth Management reported no remaining Procept Biorobotics position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 150 Procept Biorobotics shares in Q4 2025, an estimated $5.35K.
  • Spire Wealth Management first reported a position in Procept Biorobotics in Q4 2023 and held it in 8 quarters.
  • Spire Wealth Management's Procept Biorobotics position peaked at $56.1K in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Procept Biorobotics as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.