Position in SYK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$76,596,793
+$5,494,189 QoQ
Shares Held
243,288
+12.4% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#141
of 2,258 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SYK Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $97,925,250 across 20 Medical Devices names. SYK ranks #1 (78.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
This page
|
243,288 | $76,596,793 | |
| 2 | ABT |
Abbott Laboratories
|
79,164 | $7,183,341 | |
| 3 | EW |
Edwards Lifesciences Corp
|
37,702 | $3,410,522 | |
| 4 | MDT |
Medtronic plc
|
31,445 | $2,459,942 | |
| 5 | BSX |
Boston Scientific Corp
|
40,819 | $1,742,154 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,401 | $1,022,934 | |
| 7 | GMED |
Globus Medical Inc
|
11,993 | $947,566 | |
| 8 | LIVN |
LivaNova PLC
|
11,185 | $919,742 |
All Filings in SYK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,596,793 | 243,288 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $71,102,604 | 216,387 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $72,386,652 | 205,954 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $77,463,562 | 195,798 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $72,535,890 | 194,858 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $69,540,777 | 193,142 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $71,092,716 | 196,791 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $64,397,416 | 189,265 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $66,136,881 | 184,807 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $54,146,859 | 180,815 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $49,074,919 | 179,584 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,997,814 | 9,826 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,289,653 | 469,229 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $41,451,079 | 169,541 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $32,540,076 | 160,660 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $29,625,053 | 148,922 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $38,837,934 | 145,270 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $37,165,229 | 138,977 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $35,058,145 | 132,937 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $33,092,978 | 127,413 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $29,308,032 | 120,322 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $35,552,608 | 145,089 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $28,834,448 | 138,381 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $23,600,385 | 130,975 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $20,508,404 | 123,181 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||