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Strive Financial Group’s Procept Biorobotics PRCT Stock Holding History

Strive Financial Group’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
-40
Closed -$1.26K – 837
2025
Q4 		$1.26K Buy
+40
New +$1.33K ﹤0.01% 610

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Vanguard Portfolio Management
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Vanguard Capital Management
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CC
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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

Strive Financial Group's PRCT Position: Q1 2026 in Review

Strive Financial Group sold out of Procept Biorobotics (PRCT) in Q1 2026, closing a stake of 40 shares — an estimated $1.26K sold.

Strive Financial Group first reported a position in PRCT in Q4 2025 and held it in 1 quarter. The position peaked at $1.26K in Q4 2025. 256 funds tracked by Wall St. Rank hold PRCT as of Q1 2026.

  • Strive Financial Group reported no remaining Procept Biorobotics position as of Q1 2026 after selling out during the quarter.
  • Strive Financial Group sold 40 Procept Biorobotics shares in Q1 2026, an estimated $1.26K.
  • Strive Financial Group first reported a position in Procept Biorobotics in Q4 2025 and held it in 1 quarter.
  • Strive Financial Group's Procept Biorobotics position peaked at $1.26K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Procept Biorobotics as of Q1 2026.

Based on Strive Financial Group's 13F filing for Q1 2026, filed 15 May 2026.