Stifel Financial
PRCT icon

Stifel Financial’s Procept Biorobotics PRCT Stock Holding History

Stifel Financial’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 		$549K Buy
24,333
+3,819
+19% +$95.6K ﹤0.01% 2921
2026
Q1 		$513K Buy
20,514
+5,442
+36% +$153K ﹤0.01% 2867
2025
Q4 		$474K Buy
15,072
+2,852
+23% +$94.6K ﹤0.01% 2894
2025
Q3 		$436K Buy
12,220
+3,270
+37% +$149K ﹤0.01% 2898
2025
Q2 		$516K Sell
8,950
-165
-2% -$9.33K ﹤0.01% 2757
2025
Q1 		$531K Sell
9,115
-1,192
-12% -$81.4K ﹤0.01% 2645
2024
Q4 		$830K Buy
10,307
+4,675
+83% +$399K ﹤0.01% 2369
2024
Q3 		$451K Sell
5,632
-898
-14% -$63.8K ﹤0.01% 2738
2024
Q2 		$399K Buy
+6,530
New +$388K ﹤0.01% 2765

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

Stifel Financial's PRCT Position: Q2 2026 in Review

Stifel Financial increased its Procept Biorobotics (PRCT) stake by 19% in Q2 2026, buying an estimated $95.6K and bringing the position to 24,333 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

Stifel Financial first reported a position in PRCT in Q2 2024 and has held it in 9 quarters since. The position peaked at $830K in Q4 2024. 254 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Stifel Financial held 24,333 shares of Procept Biorobotics worth $549K as of Q2 2026.
  • Stifel Financial bought 3,819 Procept Biorobotics shares in Q2 2026, an estimated $95.6K.
  • Procept Biorobotics made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2921 holding.
  • Stifel Financial first reported a position in Procept Biorobotics in Q2 2024 and has held it in 9 quarters since.
  • Stifel Financial's Procept Biorobotics position peaked at $830K in Q4 2024.
  • 254 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.