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True Wealth Design’s Procept Biorobotics PRCT Stock Holding History

True Wealth Design’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 		$2.3K Buy
102
+73
+252% +$1.83K ﹤0.01% 1629
2026
Q1 		$726 Buy
+29
New +$817 ﹤0.01% 1918
2025
Q4 		– Sell
-1
Closed -$36 – 2765
2025
Q3 		$36 Buy
+1
New +$46 ﹤0.01% 2614

Other funds holding PRCT

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
KCM
KRS Capital Management Bloomfield, Michigan $215M AUM 69.3% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $817M AUM 42.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's PRCT Position: Q2 2026 in Review

True Wealth Design increased its Procept Biorobotics (PRCT) stake by 252% in Q2 2026, buying an estimated $1.83K and bringing the position to 102 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

True Wealth Design first reported a position in PRCT in Q3 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • True Wealth Design held 102 shares of Procept Biorobotics worth $2.3K as of Q2 2026.
  • True Wealth Design bought 73 Procept Biorobotics shares in Q2 2026, an estimated $1.83K.
  • Procept Biorobotics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1629 holding.
  • True Wealth Design first reported a position in Procept Biorobotics in Q3 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.