Back to PRCT

Smallwood Wealth Investment Management, LLC → PRCT

Smallwood Wealth Investment Management, LLC PRCT Position History

PROCEPT BioRobotics Corporation • Healthcare

Quarters held
4
Latest value
$3K
Q3 2026
Peak value
$5K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5K
Q1 2026$4K
Q2 2026$3K
Q3 2026$3K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3K150——
Q2 2026$3K150——
Q1 2026$4K150——
Q4 2025$5K150——

Other funds holding PRCT

Other Smallwood Wealth Investment Management, LLC positions

ETHA

ISHARES TR

$57.4M
ETHA

ISHARES TR

$57.1M
ETHA

ISHARES TR

$51.4M
ETHA

ISHARES TR

$48.8M
AAPL

APPLE INC

$16.5M
AAPL

APPLE INC

$13.2M
AAPL

APPLE INC

$12.6M
AAPL

APPLE INC

$11.7M
Smallwood Wealth Investment Management, LLC PRCT Holdings: 13F Position History | Track13F