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Wealthspire Advisors (New York)’s Procept Biorobotics PRCT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-243
Closed -$8.67K – 2393
2025
Q3 		$8.67K Buy
+243
New +$11.1K ﹤0.01% 2086

Other funds holding PRCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wealthspire Advisors (New York)'s PRCT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Procept Biorobotics (PRCT) in Q4 2025, closing a stake of 243 shares — an estimated $8.67K sold.

Wealthspire Advisors (New York) first reported a position in PRCT in Q3 2025 and held it in 1 quarter. The position peaked at $8.67K in Q3 2025. 263 funds tracked by Wall St. Rank hold PRCT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Procept Biorobotics position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 243 Procept Biorobotics shares in Q4 2025, an estimated $8.67K.
  • Wealthspire Advisors (New York) first reported a position in Procept Biorobotics in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Procept Biorobotics position peaked at $8.67K in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Procept Biorobotics as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.