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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

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return