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Wealth Preservation Advisors’s Procept Biorobotics PRCT Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-32
Closed -$800 – 724
2026
Q1 		$800 Buy
+32
New +$902 ﹤0.01% 717

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Vanguard Portfolio Management
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Vanguard Capital Management
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CC
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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

Wealth Preservation Advisors's PRCT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Procept Biorobotics (PRCT) in Q2 2026, closing a stake of 32 shares — an estimated $800 sold.

Wealth Preservation Advisors first reported a position in PRCT in Q1 2026 and held it in 1 quarter. The position peaked at $800 in Q1 2026. 253 funds tracked by Wall St. Rank hold PRCT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Procept Biorobotics position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 32 Procept Biorobotics shares in Q2 2026, an estimated $800.
  • Wealth Preservation Advisors first reported a position in Procept Biorobotics in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Procept Biorobotics position peaked at $800 in Q1 2026.
  • 253 funds tracked by Wall St. Rank held Procept Biorobotics as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.