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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

PRCT holding history

PROCEPT BioRobotics Corp in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PRCT overviewAll 13F holders of PRCTFull Q2 2026 holdings

Shares (Q2 2026)
11,440
Value
$258.3K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of PRCT by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,440$258.3K<0.1%00.0%UnchangedHolders
Q1 202611,440$286.1K<0.1%00.0%UnchangedHolders
Q4 202511,440$359.9K<0.1%−20,000−63.6%ReducedHolders
Q3 202531,440$1.12M0.1%00.0%UnchangedHolders
Q2 202531,440$1.81M0.1%00.0%UnchangedHolders
Q1 202531,440$1.83M0.2%−10,490−25.0%ReducedHolders
Q4 202441,930$3.38M0.3%−7,750−15.6%ReducedHolders
Q3 202449,680$3.98M0.4%−34,523−41.0%ReducedHolders
Q2 202484,203$5.14M0.5%00.0%UnchangedHolders
Q1 202484,203$4.16M0.4%00.0%UnchangedHolders
Q4 202384,203$3.53M0.4%−11,685−12.2%ReducedHolders
Q3 202395,888$3.15M0.4%00.0%UnchangedHolders
Q2 202395,888$3.39M0.4%00.0%UnchangedHolders
Q1 202395,888$2.72M0.4%00.0%UnchangedHolders
Q4 202295,888$3.98M0.6%00.0%UnchangedHolders
Q3 202295,888$3.98M0.7%00.0%UnchangedHolders
Q2 202295,888$3.13M0.5%+95,888NewHolders