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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
Q1 		$800 Buy
+32
New +$902 ﹤0.01% 717

Other funds holding PRCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CC
Chicago Capital Chicago, Illinois $3.71B AUM 19.51% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Preservation Advisors's PRCT Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Procept Biorobotics (PRCT) in Q1 2026: 32 shares worth $800. The stake represents ﹤0.01% of the portfolio and ranks #717 among its holdings.

256 funds tracked by Wall St. Rank hold PRCT as of Q1 2026.

  • Wealth Preservation Advisors held 32 shares of Procept Biorobotics worth $800 as of Q1 2026.
  • Procept Biorobotics was a new Wealth Preservation Advisors position in Q1 2026.
  • Procept Biorobotics made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #717 holding.
  • 256 funds tracked by Wall St. Rank held Procept Biorobotics as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.