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Steward Partners Investment Advisory’s Procept Biorobotics PRCT Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-31,814
Closed -$1M – 4535
2025
Q4 		$1M Buy
+31,814
New +$1.06M 0.01% 1068

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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
PM
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Steward Partners Investment Advisory's PRCT Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Procept Biorobotics (PRCT) in Q1 2026, closing a stake of 31,814 shares — an estimated $1M sold.

Steward Partners Investment Advisory first reported a position in PRCT in Q4 2025 and held it in 1 quarter. The position peaked at $1M in Q4 2025. 257 funds tracked by Wall St. Rank hold PRCT as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Procept Biorobotics position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 31,814 Procept Biorobotics shares in Q1 2026, an estimated $1M.
  • Steward Partners Investment Advisory first reported a position in Procept Biorobotics in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Procept Biorobotics position peaked at $1M in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Procept Biorobotics as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.